Estate Planning
The Ultimate Estate Planning Guide
Written by: Emily Boothroyd , JD, CFP®, CPWA®, Wealth Manager What is estate planning? Estate planning is the act of organizing your financial and personal affairs to allow for a…
Read MoreDuties and Responsibilities of the Executor of the Estate
Written By: Tony Pitzer, CFP® No one is ever prepared for the passing of a loved one. Even when family members have time to say goodbye, the pain isn’t lessened.…
Read MoreHow to Choose an Executor for Your Estate
Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that moment easier on your heirs…
Read MoreAsk The JD
Hear our President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, talk with Emily Boothroyd, JD, CFP® discuss the importance of being prepared and the documents that you may need to have…
Read MoreHere’s Why You May Need to Update Your Estate Plan
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided…
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