Hello, baby boomers and seniors! As you embark on this rewarding chapter of your life, it’s essential to think about the legacy you want to leave behind. Estate planning isn’t just about what happens ...

One of the first items on a strategy and planning agenda is to articulate and ensure alignment on three foundational statements: mission, vision, and values. For organizations who have yet to develop ...

Inheritances require more planning than one might imagine. A recent white paper from Capital One says that over the past 30 years, 20% of households have received an inheritance and that in the coming ...

A necessary yet often overlooked step in the planning process is the recording of assumptions; those insights and expectations upon which the plan will be constructed. Sometimes referred to as ...

Please provide your email address to receive an email when new articles are posted on . Incapacity planning not only protects assets but also ensures that medical care preferences are followed. Plans ...