4
Dec
Fixing Broken Trusts
Category:
Although there are several moving parts to fix a broken trust, the result is a much better trust that protects the beneficiaries and preserves their inheritance for them.
30
Apr
Doing unto others.
Category:
I have a good friend who is an experienced financial planner in my small town who has a pretty good understanding of what we do. He provides comprehensive financial planning and counseling for…
23
Apr
To the man with a hammer…
Everything looks like a nail. I recently had a conversation with a good friend who is also becoming a client. He was in the process of buying a rental house and he wanted…