Steve Lear | Mar 15, 2017 Legacy Planning Pt. 2 - Ethical Wills Estate & Legacy Planning The idea behind the series is to introduce legacy planning and explain why we feel it is a valuable component of any estate or financial plan. Read More
Steve Lear | Dec 28, 2016 Legacy Planning — The overlooked tool for leaving more than you thought possible Estate & Legacy Planning This is the first in a series of articles about legacy planning. Read More