Wills
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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…
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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…
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In this installment of Ask the CFP ®, our question is Why don’t wills avoid probate? We are frequently asked whether a will is subject to going through probate. There is a common misconception…