Moody Radio Interview – Estate Planning

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We discussed estate planning in this broadcast.  The following recording is from “Mornings with Kelli and Linda” on Moody Radio Indiana (97.9 FM). You can read the corresponding article here. For more information on Moody Radio, go to moodyradio.org/indiana.   Brad Graber, CFP® has been working with clients on personal financial planning and investment issues…

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Estate Planning – Our Final Act of Stewardship

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An estate plan gives us the opportunity to detail a process for the management of everything we have even after we are no longer able to make those decisions.  This could include choices related to our healthcare, our financial affairs, and ultimately the transfer of our assets upon death.  Did you know that even if…

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