Building a Lasting Legacy: 6 Ways for Affluent Families to Bullet-Proof their Estate Plan
Time to Read: 17 Minutes We live in a “golden age” for estate planning: high federal ...
The Letter of Intent: An Estate Planning Must-Have to Care for Your Family
Time to Read: 9 Minutes At BWM Financial we feel that nothing drives your financial goals ...
Beneficiary Designations: Per Stirpes and Per Capita
Time to Read: 8 Minutes Correctly naming the beneficiaries on your retirement accounts is ...
Estate Planning Basics
Patrick recently sat down with local San Diego attorney Teddy McNamara to discuss some ...
5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan
Time to Read: 6 Minutes You’d be hardpressed to find any family that’d rather sit around ...
Leave a Map and our Estate Planning Checklist
Time to Watch: 5 Minutes Leave a Map and our Estate Planning Checklist were developed ...