Blog Posts in August, 2020

What Makes a Great Estate Plan: Introduction to our 6-part series

If you are reading this article, you are probably curious whether or not you are on the right path with respect to your estate and financial plan. Over the 30 years of being in practice, we have built and executed thousands of estate plans. To help you better understand the key elements of an effective estate plan, we have created metrics to analyze our client’s plans and the resulting outcomes. ...

The "Perfect Storm" Supercharge your Estate Plan

While it is clear that the pandemic has presented us with many challenges, it is not clear what will take place over the remaining months leading up to an unprecedented election in November. Our goal is to turn these present challenges into long-term opportunities. In this article, we will address a few of the essential factors that will “supercharge” an advanced estate plan. Over the last 24 ...