“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…

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…

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…