Striking the right balance between your goals and those of your family can be one of the trickiest parts of Estate Planning, even more so when you are a business owner. Today, I’ve invited Denis Brown of Pace Capital Advisors to share his expert knowledge on...
An estate plan’s primary purpose is to organize how an individual’s estate will be disposed of when they die. In addition, estate planning documents may outline how the estate owner—referred to as the testator—should receive medical treatment, who will manage their...
Recent Comments