Kathleen Longo published in BAM Alliance | Summer Gatherings and Estate Planning Considerations

Kathleen Longo offers advice on how to capitalize on moments of personal connection this summer and discuss your estate plan in her blog titled: Summer Gatherings and Estate Planning Considerations.
Shared by The BAM Alliance, July 31, 2015

Summer is a great time to connect with friends and family. It presents so many wonderful opportunities to share a meal, attend family gatherings or simply relax with friends that sometimes it seems like the season can just fly right by. One idea to capitalize on these important moments of personal connection is to have a conversation about estate planning.

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Kathleen Longo published in BAM Alliance | Summer Gatherings and Estate Planning Considerations

Flourish Wealth Management

Share This Post

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The Importance of Designating Beneficiaries

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

Money and Mental Health: Understanding the Connection Between Emotions and Finances

Women and Wealth: Redefining Financial Independence with Confidence and Clarity

Three Money Myths Women Should Leave Behind for Good

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