Leveraging the Tools and Expertise of Estate Guru, we will cover: The many costs of probate including time and treasures. The difference between a will and a trust. What documents […]

Deepening Connection with Clients through Closure Conversations  

The multigenerational wealth transfer is the stuff of legend — and for good reason.  You’ve likely heard the staggering prediction: Over the next 20 years, an estimated $84.4 trillion will […]