For us mere mortals, thinking of our savings and investment holdings as an “estate” might feel like a leap. After all, the term evokes images of far-flung vacation homes, head-turning cars, and [...]

As we age, our financial acuity drops by one percentage every year after we turn 60. The irony is that, as our financial acuity drops, our financial confidence actually increases. The older we [...]

If you’re reading this, chances are that you have an estate plan. Great! Most Americans haven’t devised a will or planned their estate at all, so congratulations for being prepared! However, [...]

To register for Wednesday, June 05, 2019 Workshop at 6:00 pm, fill out and submit the form below. Workshop location: Vantage Building 6200 Rockside Road Suite 300 Independence, OH 44141

If you’ve been pondering how to best organize your estate, you know that there is a lot to think about. Beyond designing a will, you ought to consider setting up a living trust, filing [...]

There’s a saying that failing to prepare is preparing to fail. For the wonder-eyed among us this might seem like an uptight approach to life, but in the realm of estate planning, it is sound [...]

In this era of YouTube tutorials and robo-investing, it might seem only natural to take a DIY approach to planning your estate. After all, if online forums can teach you to fix your dishwasher [...]

It’s well-known that you don’t talk about religion, politics, or estate planning at the dinner table. Or, wait, was it just religion and politics? Estate planning might as well be on the list, [...]

To register for the Wednesday, June 12, 2019 Workshop at 6:00 pm, fill out and submit the form below. Workshop location: Vantage Building 6200 Rockside Road Suite 300 Independence, OH 44141

To register for the Tuesday, June 11, 2019 Workshop at 1:00 pm, fill out and submit the form below. Workshop location: Vantage Building 6200 Rockside Road Suite 300 Independence, OH 44141