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Why is it Important to Have a Process to Capture a Personal Family Vision of Wealth Before Beginning Any Estate or Financial Planning?

August 10, 2015

Having a formalized process allows you to reflect on what is most important to you and your family. It also affords the opportunity to break your vision into smaller goals and objectives so they can be prioritized and successfully completed. Traditionally most professional advisors work only within their own education and skill set. There is… Read more »

What Is Estate Planning?

June 25, 2015

In the most general sense, estate planning is a process that ensures that the people and things important to you are treated in a manner you would approve of, both while you are living and after you are gone. Planning isn’t limited to financial assets, real estate, and personal possessions. It’s much broader than simply… Read more »

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