New Video! What led us to form our strategic partnership with Eckhoff and Company, CPAs and Advisors. Learn More

Wealth Management News & Resources

When a Spouse Unexpectedly Dies

When a Spouse Unexpectedly Dies


What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? It’s a conversation no one wants to have, but an important one to be prepared for. As the surviving spouse, you’ll face several tasks and challenges.

Read More
Have You Had Your Annual Estate Plan Checkup?

Have You Had Your Annual Estate Plan Checkup?


An annual estate plan checkup is critical to the health of your estate plan. One reason is that because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year to year, impacting your plan (read more reasons here).

Read More
Follow us

7 Biggest Financial Mistakes Made By Successful Entrepreneurs
The 7 Biggest Financial Mistakes Made By Successful Entrepreneurs

Avoid financial mistakes and build your legacy. Learn more.

Request a Speaker

Ask Bruce to speak at your next event. Contact us for more details.

Subscribe to Our Wealth Management News Summary

Receive our occasional newsletter, and unsubscribe any time.