WEALTH INSIGHTS

PUBLICATIONS

WEALTH INSIGHTS

We regularly share our insights online, spanning wealth planning resources and educational content, from financial planning milestones to generational wealth. We also share our thoughts on the macroeconomy and our personal interests.

Beyond that, we publish our commentaries on a quarterly basis, in which we share our perspective on the state of the financial markets and our thoughts on investing.

Eivind Holum 10/30/24 Eivind Holum 10/30/24

KEEPING YOUR AFFAIRS IN ORDER

30 Oct 2024 by Jennifer B. Lynn

We work closely with our clients across the various stages of their life, and we've observed a common challenge: when facing deeply emotional situations, such as a serious illness or the loss of a loved one, families are often burdened with a significant number of administrative tasks.

To ease this transition, we’ve put together the following checklist of key documentation and information you (and you spouse/partner, if applicable) should have up-to-date and at the ready to help prepare for life’s inevitable changes.