This is one of the most sorrowful and rewarding ways we’ve been able to help clients over the years. It’s incredibly agonizing to see longtime clients and friends mourning the loss of a beloved spouse or parent, – but so gratifying to be able to take these stresses off their hearts and minds while they … Read more
In this video, Dan discusses why estate planning is critical for EVERYONE, not just the ultra-wealthy. There are many creative strategies and objectives to consider with regards to protecting and distributing your assets – but most importantly, estate planning can save your loved ones from the additional grief and burden this emotionally complex task can … Read more
Teaching your kids about money is pretty important – especially if there’s an estate or assets being handed down. But are you passing down your values about money too? How can you help your heirs sustain and grow what you’ve created? Your wealth has meaning! Convey to heirs and children what your legacy means to you … Read more
If you have some kind of estate plan, you’re already ahead of a lot of people. But if you haven’t reviewed it periodically, your plan could be less than adequate when it comes time to execute. This can cause headaches and heartbreak for loved ones, difficult conversations and circumstances, and could even mean what you … Read more
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