Date archive: January 2014

What will happen to your castle? Keeping it real and keeping your real estate out of probate – Part 1

“There is only one god and his name is Death.  And there is only one thing we say to Death: “Not today.”  – George R.R. Martin, A Game of Thrones  Wouldn’t it be nice if we got the chance to actually say “not today” so we could spend that day getting all of our ducks…

Ringing in the New Year with Wealth Planning

Happy New Year everyone and welcome to our FIRST Wealth Planning Blog post!  How did you ring in the new year?  Did you set any goals for yourself for 2014?  We had our first meeting of 2014 last week to discuss the WP team goals for this year, and at the top of our list…

MISSOURI

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ILLINOIS

Alton  |  Carbondale  |  Edwardsville  |  O'Fallon

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