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Category: Estate Planning

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4 Estate Planning Pitfalls
June 16, 2025

Jimmy Buffett is in the headlines again, and not for the reasons any Parrotheads would want. After Jimmy’s passing in 2023, his accountant and widow have been co-trustees of his $275 million estate. And it has not been a walk on the beach… Both Mrs. Buffett and the accountant, Mr. …

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7 Estate Planning Mistakes
October 15, 2024 financial planning
To follow up our recent blog, “Estate Planning 101” (link the blog post), in this post, we will be building on that foundation to delve ...
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Estate Planning 101
August 5, 2024 financial planning
Estate planning can be a difficult topic to discuss. After all, we’re dealing with what happens to your money after you have passed away or ...
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Mistakes Your Financial Advisor Can Prevent
August 4, 2023 financial advisor financial advisor richmond
Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent ...
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EvoFi Podcast - Is Your Estate Plan in Good Shape? Estate PlanningPodcasts
Episode 30 – Is Your Estate Plan In Good Shape?
October 7, 2021
This week we’re joined by Mike Bennett to chat about taking control in your estate plan.
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Episode 21 – How To Leave A Legacy Of Generosity
September 6, 2019
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 ...
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Estate PlanningPodcasts
Episode 6 – Estate Planning 101-ish
July 2, 2018
This week on EvoFi we had the pleasure of hosting Kimberly Skiba-Rokosky. Kim is a family attorney and partner at Surovel, Isaacs, and Levy located ...
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