Estate & Legacy Planning

When listing their favorite conversation topics, few people prioritize estate planning essentials. It forces us to confront our own mortality, which is something most of us would prefer to avoid. However, viewing estate planning only through the lens of “what happens when I die” is a limited perspective. As your Personal CFO, I want to

First off, I get it.  You don’t want to create an estate plan.  You don’t want to answer these questions.  You’re young and healthy and “it’s not going to happen to you”. You also don’t want to spend the precious little time you have with your spouse when you’re not working or raising the kids,