By Kelly Compton, Chief Investment Officer – WCM Wealth If you recall, last month I briefly touched on final arrangements and hit the treetops on pre-death planning. This month I want to go back to my story of helping folks post-funeral. After my nephew passed, in the...
Death – no one wants to think about it and certainly, no one wants to talk about it; yet, it’s the one inevitable experience all humans have in common, after birth. With the recent passing of two very close clients and the unexpected passing of two family members, I...
