Estate & Legacy Planning Archives

Preparing For The Worst: How To Make Sure Your Family Is Okay If Something Happens To You

September 5, 2019 // by Isaac Presley, CFA®

A common concern we hear from many we talk with is: how do I make sure my family is taken care of if something happens to me? While not a fun topic to dwell on, being proactive is one of the greatest gifts you can give to your family—and there may even be benefits for you in doing so. As... Read More

Don’t Let Life Imitate Art When It Comes To Estate Planning

March 14, 2017 // by Scott Gerlach, CFP®

With #OscarGate squarely in our rear-view mirror, Hollywood can now resume their "normal" lives, and the rest of us can only speculate how the singular moment in the world's most popular award show was botched by someone in the financial services industry. Talk about bizarre. While I'd like to use this space to poke fun at the rich and famous in... Read More

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Preparing For The Worst: How To Make Sure Your Family Is Okay If Something Happens To You

Don’t Let Life Imitate Art When It Comes To Estate Planning

DISCOVER HOW WE CAN HELP LOWER YOUR
TAXES + MAKE WORK OPTIONAL

Grab Our Latest Ebook

5 (SIMPLE!) WAYS TO MAXIMIZE YOUR EQUITY COMP

The Ultimate Guide to Tech Comp

Category: Estate & Legacy Planning

THE CORDANT WEALTH FINANCIAL CLARITY BREAK

DISCOVER HOW WE CAN HELP LOWER YOUR TAXES + MAKE WORK OPTIONAL

Grab Our Latest Ebook

5 (SIMPLE!) WAYS TO MAXIMIZE YOUR EQUITY COMP

The Ultimate Guide to Tech Comp

DISCOVER HOW WE CAN HELP LOWER YOUR
TAXES + MAKE WORK OPTIONAL