Objective Advice You Can Trust
An Estate Planning Checklist
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Estate planning is off-putting for many folks on so many levels. Let’s start with “estate”, which conjures up images of…
The Importance of Beneficiary Designations
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
We pay good money to estate planning attorneys to draft trusts and wills. We deliberate over which loved ones are…