Home Archives for April 2017

Month: April 2017

Estate Planning Best Practices

by Kate Majerus Kate Majerus No Comments

Clients and friends,

Jeff Coplan recently wrote an article about estate planning that was published in Retirement Weekly. We are sharing it with you today. The article provides a detailed strategy for leaving money to heirs and charities. If you haven’t thought past leaving a “money pot,” you’ll want to read this article.

Holistic planning is a key component of our financial mindset; we hope you find the article informative!


How To Avoid Common Estate Planning Missteps