An Unexpected Passing of a Spouse: What is a Widow to Do?
April 23, 2020
Client Situation: Bethany Scott was living a wonderful life married to her college sweetheart Andrew Scott, who unexpectedly passed away…
Client Case Studies
Estate Planning and Transitioning Family Assets
January 23, 2020
Client Situation: Mike and his second wife Barbara got married in 2010. Mike has four children from a previous marriage…
Divorce: Navigating a New Normal
October 11, 2019
Client Situation: Jane is a 48-year-old stay-at-home mother of three daughters who has been married to Ben, a real estate…
Trust Assets: Dealing with Family Finances
July 18, 2019
Client Situation: Marcus Jacobson recently passed away, leaving his wife Judith in hospice care and his two children, Mitzi and…
Small Business Owner Big Dilemma
April 17, 2019
Client Situation: Mark is a 65-year-old single father who has built a substantial net worth through his small business. He…
A Widow and a Blended Family Responsible for Navigating a Complex Estate
April 17, 2019
Client Situation: Kathleen went through the difficult process of losing her beloved husband. As a widow at 62 years old, with…
Young Couple Catching Up on Retirement Savings
April 17, 2019
Client Situation: Dr. Smith and his spouse, Abby, finally feel like their life has settled down a bit. After Dr.…
A Couple with SRI/ESG Impactful Investing Dreams
April 17, 2019
Client Situation: Middle-aged couple with grown kids, and both spouses recently retired from the IT industry. The couple is very…
Next-Gen Becomes Family Financial Decision-Maker
April 17, 2019
Client Situation: Joy recently went through the difficult process of losing her beloved mother. Her father is in the Philippines,…