AS A FINANCIAL ADVISOR, IT’S WHAT’S IMPORTANT TO YOU THAT MATTERS TO ME.
AS A FIDUCIARY, WORKING FOR YOUR BEST INTEREST IS WHAT I DO.
As strange as it may seem, not every family lives in a Hallmark movie setting. There can be unexpected family dynamics at hand putting parents at odds on what to do when it comes to addressing concerns in their estate plan. I've seen various degrees of harmony (or lack thereof) with money and families over the years. It's ok to ask what to do. At least we can start that conversation. #liftingtheburden #estatechallenges #properadvice