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