Legacy

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.

LEAVING A LEGACY PLAN

LEAVING A LEGACY PLAN

Two things are certain: death and taxes. Some of us grasp that reality early, so we create wills, living trusts and estate plans. Others deny this reality and leave their heirs with perplexing questions, added stress and even anger when they pass away.The truly farsighted among us opt for a full-fledged legacy plan.