Resource: “The Conversation Project”

Written By: Sarah Caine A few months ago, I wrote a blog entry called, “Difficult Discussions“. It focused on the importance of talking to your family about estate planning issues – both yours and theirs – in order to be better prepared in the...

Difficult Discussions

Written by: Sarah Caine Are there some topics that you avoid talking about…with anyone?  Even close family members?  Maybe even especially with close family members?  If you’re like most people, there are.  Some of the most difficult things to talk about are the...

Why Estate Planning is Important

Before I entered the financial planning industry, I had dreams and aspirations of becoming a chief medical examiner.  For those of you who aren’t Law & Order or C.S.I. fans, a medical examiner is a licensed medical doctor who does physical examinations of people...