Do I Need a Power of Attorney?

In the event that you were unable to make a critical decision regarding your finances, business, or medical care, who would you trust to make that decision on your behalf?   Chances are, not just anybody.   Whether due to an unexpected accident or natural… Read more

Advisors! Here’s the Key to a Successful Consultation

Author | Stacy Hanley   If there’s one thing I’ve learned in my years of experience, it’s that you can be the most brilliant, well-connected wealth advisor in the world, but if you don’t have the necessary “people skills” to build clients’ trust, well… good… Read more

3 Estate Planning Myths

When it comes to estate planning, there are a few popular beliefs that prevent many people from taking the plunge and creating the plans they need.   Let’s uncover some of these estate planning myths and talk through why they aren’t true!     Myth:… Read more

Why Should I Create an Estate Plan?

Author | Stacy Hanley   As uncomfortable as it can be to think about what happens towards the end of our lives, it is a necessary conversation to have if we want to protect ourselves and our loved ones.   If you were to pass… Read more