There are a lot of things about estate planning that are complex, but the number one mistake people make is actually quite simple. Perhaps so simple that it is overlooked. It is coordinating the title of assets with the plan. Over years of meeting with clients, this was the consistent theme and over years of […]
Dysfunction Junction: The Real Issue in Estate Planning
For years too much emphasis was placed on taxation in estate planning. Not that tax savings is not important, but it became the issue, rather than keeping the focus on the REAL issue which is family dynamics. Even we can get this wrong. When I ask a client, […]
David White found this great article on why many women leave their advisors after losing their spouse. At WheelerFrost, we focus on helping clients grow and preserve wealth through generations and want to be there for you and your loved ones, whenever you need financial guidance.
Why Do Widows Leave Their Advisors?