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Jan. 2023 - Tetrant Adventure - The Wind Cave
Caleb, Garrett, and Rob Hike up to the Wind Cave at Usury Pass and offer some useful planning/hiking metaphors…
Common Question: What Is A Tetrant?
One of the most common questions I get when meeting with people is “What is a Tetrant?” Check out the latest video to learn more!
Nearly every consultation I do starts or ends with the question - What is a Tetrant? Technically, it is "one of the four equal parts into which the area of a circle is divided by two diameters drawn at right angles to each other."* For me it has become so much more - it is the structure I use when helping clients get their estate and financial planning in order.
Hiring An Estate Planner - 3 Critical Components To Consider
Hiring an estate planner can be a daunting task… Here are a few things to consider as you start the process of figuring out who to hire.
There are three key components you need to make sure you have when deciding on someone to help you with your estate plan. Are they acting in a fiduciary capacity? Are they qualified to give legal advice? Do they know how to coordinate all aspects of your estate and financial plan?
