trusts
-
By – Jackson Wegner – CFP® Planning for the transfer of wealth and assets to future generations is a significant consideration for many individuals. While a will is a common estate planning tool, it may…
-
Family Office Strategist – Elizabeth Sheehan, J.D. Estate planning is a complicated process filled with legal terms that can be overwhelming. Developing some familiarity with the various documents and roles typically involved in a straightforward…