The Ultimate Estate Planning Guide

Estate Planning 101

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…

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How 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…

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Ask 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…

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