Lee McGowan, CFA, CFP® recently discussed Trusts with Deborah Yao of Kiplinger.
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A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only
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A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Most children learn the ins and outs of responsible wealth-building from their parents. As kids grow, simple conversations about saving and spending often
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Here’s a quick checklist that will help you and your spouse outline a legacy plan that will protect your assets, care for each other in the event of
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Byron Woodman and Lee McGowan are quoted on Emerson Hospital's site discussing planned giving.
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