Women & Wealth

Life transitions often arrive without warning.  Whether it's the loss of a partner, a health crisis, divorce, or a sudden financial responsibility, many women find themselves needing to navigate complex financial decisions at a time when emotions are already high. This workshop is designed to help women prepare before those moments arrive. Together we'll explore… Read More »

When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements,… Read More »