This week we’re joined by Mike Bennett to chat about taking control in your estate plan.... more
This week we’re joined by national sales executive, Greg Murray, of Vanguard Charitable to talk about how you can best leave a multi-generational legacy or gift in the most...... more
Estate Planning 101(ish) – An Ongoing Conversation This week on EvoFi we had the pleasure of hosting Kimberly Skiba-Rokosky. Kim is a family attorney and partner at Surovel, Isaacs,...... more