Tag: independent
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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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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.
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FAQs: State and other licensing (updated Dec 2024)
Many of my acquaintances and curious potential clients are attorneys and other smart people who want to know about my licensing to work with clients in different states or on specific types of finance-related issues. I love your questions and consumer savvy! I’m going to address these licensing-type questions here to save time for both…
Curious Financial Counsel 