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 […]

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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