“Estate planning is built on a foundation of three key elements: communication, clarity and customization. By considering these aspects in more detail, my hope is that you, like Washington, can set your own “hand and seal” to effectively relay your wishes, reassure your loved ones and cement your lasting legacy.”…

“You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles.” – Bernard Rethore 5 Estate Planning Topics to Talk About with Your…