Blog


May

12

2017
Estate Plan Essentials

Estate Plan Essentials

It has been about a year or so since the Purple One rode into the sunset.  Though a brilliant musician, there was one area that Prince was lacking.  He died intestate.  Simply put, he did not have an estate plan. This has left his heirs scrambling through legal quagmires trying to determine what his last wishes were.  The issue is that with no will, they...

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May

05

2017
Financial Planning as a Process

Financial Planning as a Process

Oftentimes when I speak with a potential client for the first time, they have one item in mind that they want to discuss.  Typically, this is a pain point that has surfaced recently where they have realized they are out of the depth of their knowledge.  Maybe they have done a great job accumulating money. Now that they have it, they don’t know the most...

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