Blog Articles

Should You (or Your Parents) Be in the Stock Market Now?
Because now is the time for you to get connected to your investments, even if they are in a retirement account and invested through a broker or advisor. This is simply not the time to set it and forget it. It's time to know what you have, and make intentional, aware choices about how your resources (and your parent's resources) are being used.

What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 2
Shocking, real-life examples of how estate planning can go horribly wrong if it's undertaken without trusted legal guidance. In this series of articles, we'll discuss some of the worst planning mistakes made by key people in the documentary, while offering lessons for how such disasters could have been avoided with proper planning.




