Dividing Assets in Your Will

hands exchanging flower

Only 1 in 5 Americans over 55 have a will/trust, healthcare directive, and durable power of attorney.[i] If the reason you haven’t done it is the difficulty of divvying up the assets, then the obvious answer would be to just divide everything up equally and call it a day–plenty of people do that. But there are […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

Skip to content