Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Jan 3Wealth ProtectionFinding a Trustee for Your Kids When You Don’t Have a Close Sibling or Relative to Count OnKey Takeaways Assigning a trustee to look over your children's interests when you’re gone should not be taken lightly. Not everyone has a...
Brenden Leese, CFP®Feb 22, 2023Did You Fulfill Your New Year’s Resolution of Updating Your Estate Plan? Key Takeaways Nobody enjoys planning for their end of life, but you owe it to your heirs and beneficiaries to make sure your estate and...
Novi Wealth PartnersAug 13, 2020Wealth TransferWhy You Need A WillBy Novi Wealth Partners Most people understand the importance of having a will, but unfortunately, many don’t take the time to write one....