Publications

2017 Year End Planning Checklist - A checklist of strategies and year-end financial housekeeping to help make sure all is in order.

25 Drafting Tips - A few suggestions for will and trust drafting, from a recovering lawyer who’s seen both sides of the trust business. For attorneys and clients going through the estate planning process.

Please also check out our newsletter - Quarterly Insights. With each issue our goal is to provide information on areas of personal finance and investing that our clients (and future clients) will find helpful and practically applicable to their own lives and the lives of their loved ones. We hope you enjoy and welcome any comments you may have!