by Eric Lawton | Apr 1, 2020 | Uncategorized
Key Takeaways – Investment advisors tend to be adept at asset management. – Financial advisors and wealth managers generally offer a broad range of financial solutions. – Virtual family offices generally provide the largest menu of products, services... by Eric Lawton | Mar 31, 2020 | Blog
Key Takeaways – There are two main types of life insurance—but lots of permutations. – When shopping for life insurance, consider what you want it to accomplish. – A high-quality professional may be helpful in navigating the world of life insurance.... by Eric Lawton | Mar 11, 2020 | Blog
Key Takeaways – Very wealthy families typically take a formal approach to family governance. – Both the human/relationship and technical aspects of a family governance plan must be addressed. – Financial professionals can help families create a... by Eric Lawton | Mar 4, 2020 | Blog
Key Takeaways – Relatively small home renovations can help you or your parents avoid having to move. – Watch for warning signs of cognitive decline that could impact the ability to make prudent financial decisions. – Loneliness can create as many... by Eric Lawton | Feb 26, 2020 | Blog
Key Takeaways – An estate plan needs great technical expertise and much attention paid to the human element of planning – When creating an estate plan, start with the end in mind—the outcomes you most want to see happen in various scenarios. – Not... 