Witnessing Your Will Over Video Conference

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One bittersweet effect of the coronavirus outbreak is a surge of interest in writing or updating wills. I say “bittersweet”, since any rush to write and execute your will sounds very morbid, but if anything motivates the large number of people without a will or with an outdated will to write one, it’s better to […]

Who can write your will? Only these three people

Posted Leave a commentPosted in Personal finance

I am not in the business of writing wills, but as a holistic wealth manager and financial planner, I often need to ask whether clients have an updated will. If not, I believe I have a duty to make a referral to the best person I believe can help write your will, if you need […]