Estate Planning Basics: Don’t Leave Your Estate in a “Purple Haze” Estate planning may be one of the last things that anyone wants to think about. Not only is it difficult to contemplate our mortality, but human beings may also have a natural tendency to procrastinate. The importance of proper estate planning can become clear
The Financial Planning process is based on a mutual respect between the client and planner. Each person’s needs and goals must be assessed, before an individualized financial plan is developed.