by Paul Scott | Jun 30, 2023 | Critical Cornerstones, Legacy Preparation/Pre-Planning
Estate planning an important part of our Legacy Preparation/Pre-Planning Cornerstone. You’ve probably passed on pieces of wisdom to your children, but have you considered how you’ll pass on your wealth? Now that you’re reaching a certain age, you may be wondering how... 
by Paul Scott | May 19, 2023 | Beneficiaries, Critical Cornerstones, Legacy Preparation/Pre-Planning
Beneficiary Designations are an important part of our Legacy Preparation/Pre-Planning Cornerstone. When constructing your “Financial House,” it’s crucial to pay attention to the intricate details that hold it together. One such detail is naming...
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