An open letter from clients to their advisors. Dear Advisor,

Tens of millions of estate plans are a disaster waiting to happen.

As professionals, we strive to provide excellent client experiences. No one’s process is perfect. Yo...

Too many estate planning solutions in the marketplace are direct competitors to the trusted advisor....

Irresponsible, Inconsiderate and Ignorant.

Many people have misconceptions around estate planning. We want to clear up the myth that because ad...