Matthew Davis, CFP®Dec 7, 20224 minPrompting Difficult Conversations With Your ParentsPartners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.
Vincent Chambers, Esq.Sep 14, 20226 minDefining the Different Estate Planning DocumentsAn overview of the most common estate planning documents: revocable trust, will, power of attorney, and advance health care directive.