In talking with a client this week, I learned that he has not completed his estate planning as I have been recommending for a while now. He recently got married and is expecting a child, so the establishment of these documents is more important than ever. He certainly appreciates and understands the importance of this […]

Every once in a while, I have a topic come up in multiple client conversations in a given week – and this week that happened with life insurance. I’m taking that as a sign that it’s a good time to cover a few considerations with this topic! Please note that I’m not going to address […]