October 2024
Have you given any thought to the concept of “heir quality?” We frequently encounter clients who want to ensure that the legacy they have worked so hard to build is passed on smoothly and responsibly.  Many believe that naming a beloved family member as their beneficiary or trustee will automatically ensure that their assets are […]
C3 Financial Partners
October 2024
Have You Thought About Your “Heir Quality”? We frequently encounter clients who want to ensure that the legacy they have...
October 2024
Have you given any thought to the concept of “heir quality?” We frequently encounter clients who want to ensure that...
September 2024
When you are facing a question and find yourself thinking “either/or,” try pausing for a moment.  Cathy Carroll in her...
September 2024
A Gift That Gives Back? Recently, we had a conversation with a successful, self-made, now-retired client who joked his new...
September 2024
Recently, we had a conversation with a successful, self-made, now-retired client who joked his new job was doing the planning...
August 2024
Estate planning is often perceived as a complex and intimidating task, but it is an essential process to ensure that...
FINRA Broker Check