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Estate Planning Tag

Estate Planning Is A Team Sport

Posted by Financial Strategies Group in Strategic Partners

Now more than ever you need objective advice and counsel to help you make appropriate financial decisions in an ever-changing world.   Your overall financial plan requires input from multiple professional disciplines with varied expertise.  That’s why the advisors at Financial Strategies Group surround themselves…

Planes, Trains and Wills

Posted by Kimberly DeProspero in Financial Planning

Recently within a period of days, we received 4 or 5 phone calls from clients requesting updates to their beneficiaries, wills and trusts. Why?   The common thread was this: everyone had upcoming plans to travel overseas.   So why does flying over the Atlantic…