Hannah Boundy, CFA®, CFP®
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
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Matthew Davis, CFP®
- Dec 7, 2022
- 4 min
Prompting Difficult Conversations With Your Parents
Partners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.
35 views
Vincent Chambers, Esq.
- Nov 9, 2022
- 4 min
Five Reasons You Should Have a Trust
You’d be hard-pressed to find a situation where having a trust is a “bad idea” – 5 reasons why a trust is a vital part of an estate plan.
46 views
Vincent Chambers, Esq.
- Sep 14, 2022
- 6 min
Defining the Different Estate Planning Documents
An overview of the most common estate planning documents: revocable trust, will, power of attorney, and advance health care directive.
67 views
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