James had spent his life building something meaningful. A successful family business, a strong financial foundation, and a commitment to philanthropy. But when he passed, his children found themselves unsure of what he truly wanted. A legacy is more than just...
When David and Lisa got married, they had the perfect wedding—a beautiful ceremony surrounded by family, followed by a honeymoon in the Caribbean. What they didn’t realize at the time was that their estate planning would be far more complicated than planning a...
