Wisdom with Women: A Guide to Estate Planning If you missed our most recent Wisdom with Women on April 21st featuring Michelle Newby discussing the importance of Estate Planning, please check out our recording of the event below: A Guide To Estate Planning: Women are often the drivers for getting an estate plan in place. […]

Estate planning is more than just creating a will. As a Financial Planner I have the unique responsibility of preparing my clients for events that cannot be predicted, but it is my job to make sure they are anticipated.  One of the greatest tools in my toolbox is Estate Planning, a tool that allows me […]