Outsmart the Certainty of Death and Taxes: Make a Will

Originally published in North Bay Business Journal Typically, I shy away from the “National this-or-that” Days that make the rounds on social media. Still, one of those recently captured my attention: August has apparently been named National Make-a-Will Month and given my work and experience as a Wealth Advisor, this is a cause I can […]

Read More… from Outsmart the Certainty of Death and Taxes: Make a Will