“James,” a widower, sat in my office as we prepared his will together. “My sons don’t have the time or expertise to serve as my
My client, let’s call him Pascal, complained to me recently while reading over his estate planning documents. “These seem so…cold….so….’legal’…” he said slowly, searching for
What many clients don’t realize is that they may lose their trusted financial advisor when they become disabled, although it doesn’t have to be that
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