Category: Announcements
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New Blog: The Trust Fund Whisperer
Millions of Americans are beneficiaries of trust funds-a fact that many of them have mixed feelings about and keep very secret. I’ve started a new Substack blog to demystify trusts for beneficiaries and help them be more intentional with how they use this privilege.
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Self-determination in life and death times
What will happen to me if the worst comes to pass? If I’m so injured or ill that I can’t speak for myself to medical professionals? If I’m unlawfully or unjustly detained? If I die? What will happen to my loved ones, especially those who are dependent on me? These are extremely unpleasant things to…
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Free webinar: What is estate planning and why does everyone need it?
Welcome to 2025! This year I’m going to be rolling out a series of free webinars on essential financial planning topics. These won’t be prepackaged content from financial institutions, but my unique presentations developed from many years of observing what types of questions clients often have. Did you know my undergraduate studies were in secondary…
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Celebrating a banner first year of independent advising
Curious Financial Counsel is celebrating the completion of its first year of independent advising. With the help of great legal mentorship, best-in-class technology, and wonderful clients and friends, I’ve been able to realize my vision of integrating financial, tax, and estate planning, all provided under a fiduciary standard and independent from any corporate profit pressures.
Curious Financial Counsel 