Matthew Davis, CFP®Dec 7, 20224 min readPrompting Difficult Conversations With Your ParentsPartners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.
Hannah Boundy, CFA®, CFP®Nov 12, 20214 min readThe Family Meeting: How to Have the Hard Conversations About Your Estate with Your HeirsHere are five tips to make a family meeting over your legacy plans go smoothly and even meaningfully.