Our wealth management team kicks off the year with a publication devoted to legacy planning. Read the first quarter 2024 issue of Wealth Management Insights with articles contributed by Mary Lago, CFP®, CTFA, Samantha Pahlow, CTFA, AWMA, and Casia Chappell, CFP®, CPWA® that outline ways thoughtful preparation and clear communication can positively impact family legacy and business transitions and protect relationships with loved ones.
Wealth Management Insights: The Value of Planning