Many families struggle to organize their financial matters. Even more fail to effectively prepare their estate, and more importantly, their loved ones, for the unexpected. In this Viewpoint, Courtney Weber and Tom Bentley discuss strategies for getting organized and effectively communicating estate plans. Simple mention of the words “estate planning” can
Archives for May 2015
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.