Why do you need a financial advisor? Today’s financial landscape is as complicated as ever. A good financial advisor can help navigate this complexity so that you can make educated, informed decisions on what is best for you and your family.
How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief
Sarah Duey I once had clients with only one daughter. They created a trust for only their grandchild without ever telling their daughter why. As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her parents …