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.
42 views
Yvonne Darby
- Jan 2, 2022
- 4 min
Should you list your Minor Children as Beneficiaries of your Retirement Accounts?
Do your due diligence to ensure that your children are taken care of should you and your spouse pass away while they are minors.
240 views
Michael Davis, CPA
- Oct 13, 2021
- 3 min
Estate Tax versus Inheritance Tax: Who Pays and Does It Apply to You?
It is essential to understand the differences between the estate tax and inheritance tax and how they might apply to you.
89 views
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