Library

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » Estate Planning Missteps of the Rich and Famous

February 26, 2018 | Wealth Management

As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Like us, celebrities create estate plans to direct the distribution of their assets, minimize estate taxes, and accomplish …

Ethan McKenney, CFP®

Senior Wealth Management Consultant

Financial Planning » Understanding Revocable Trusts

February 23, 2017 | Wealth Management

Wills and Revocable Trusts are estate planning tools which can be used to pass assets on at death. However, the structure of wills and trusts are quite different. In order to understand how both a will and trust work, you must first understand the probate process. In very broad terms, a Will …


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