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  • About
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    • The Woven Road Map
    • Personal CFO
    • Investment Management
  • Blog
  • Contact
  • Client Portal
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estate planning

4 Tips for Talking With Your Adult Kids About Your Estate Plan

If something happens to you tomorrow, is your family prepared to execute your final wishes?  For most, the answer is,...

5 Estate Planning Docs Everyone Should Have

Although it is often difficult to consider the end of your life, it is essential to have an estate plan...

Difference Between Medical POA vs Durable POA

What is the difference between a medical power of attorney and a durable power of attorney? Life happens, and we...

What is a Will

A will, also known as a “last will and testament”, is a legal document that states the final wishes of...

Do I Need a Trust if I Have a Will?

Most humans have a difficult time thinking about death, but it is a life circumstance that we all face. Part...

Estate Planning Must-Dos for Parents of Young Children

Tragedy strikes both the young and old. It’s not fun to think about worst-case scenarios, but being prepared can help...
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