Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.
Special Commentary Message
Posted on July 1, 2022
I wanted to reach out to you in light of some headline-grabbing events in the market this last week or so. I had a draft of a letter put together but then our Chief Strategy Officer put together something far better. His letter is attached an I think it is worth your time to read. …