by Marlin Lucuk | Aug 16, 2022 | Estate Planning
We believe smart financial planning should go beyond your working and retirement years to include what you leave behind for the people and causes you care about most. Below we provide some simple yet critical steps to ensure your final wishes are documented to make... 
by Marlin Lucuk | May 24, 2024 | Estate Planning
Creating a will makes a financial plan for the distribution of your wealth. It ensures the assets you’ve worked hard to build are distributed according to your wishes. However, there are a few common questions and misconceptions that we’ve seen keep many people in...