Estate
20 Second Advisor: Is your estate plan up to date?
Estate planning is not the most exciting financial topic to tackle, but it’s really important! Here’s why: Here are a few of the major decisions you’ll need to think through (we recommend that you use an estate attorney): So, is your estate plan up to date? Let us know if you need help!
Read More20 Second Advisor: Do it for the people you love!
I recently traveled internationally with a group of business men. Traveling without my family forces me to consider their situation if I was “promoted” (died) unexpectedly. It’s uncomfortable and sad to think about this, but I’d rather be prepared than avoid discomfort. Here are the questions I asked myself before my trip: Will my family…
Read More