by Keith Jacoby, CFP®, CIMA®  CEO  When people hear the term “legacy planning,” many assume it’s only relevant for ultra-wealthy families with private foundations and vast estates. But…

“Only put off until tomorrow what you are willing to die having left undone.” – Pablo Picasso  Estate planning often falls into the “tomorrow” category. It’s understandable…

As we reach the halfway point of what’s proven to be an eventful and often unpredictable year, we want to take a moment to reflect on your…