For many affluent individuals, estate planning extends well beyond tax planning. It involves very personal decisions about the distribution of future wealth. Spendthrift trusts are sometimes used in traditional estate…
Elliott Weir, CFPJuly 19, 2019
Your favorite charity can benefit from your savvy planning! For millions of Americans, "charity begins at home." Many have decided to make a difference by donating money to local religious,…
Elliott Weir, CFPAugust 4, 2017
How can writing one check create a lifetime of memories for your grandchildren? _____ During my years working directly with life insurance, I learned a lot of unique ways…
Elliott Weir, CFPMarch 20, 2014