estate planning Archives

Wills vs. Trusts: A Story About Love, Legacy, and Doing It Right

Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
Post published:July 10, 2026
Post category:Wills/Trust

Learn the difference between wills and trusts, and why Fort Lauderdale families need both for a complete estate and retirement plan.

How to Build Generational Wealth: A Story of Legacy, Financial Planning, and Success

Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
Post published:January 12, 2026
Post category:Investment Planning Protection Planning Retirement Uncategorized Wills/Trust Working with a Financial Advisor

Learn how real families build lasting generational wealth through financial literacy, planning, mentorship, and smart asset growth. A legacy-focused guide.

What is estate planning and why is it important?

Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
Post published:December 6, 2023
Post category:Wills/Trust

What is estate planning and why is it important? POSTED ON OCTOBER 20, 2023 By: Amy Fontinelle Amy Fontinelle is a personal finance writer focusing on budgeting, credit cards, mortgages, real estate,…

7 things financial planning does for you

Post author:Chris Price CFP®, RICP®, ChFC®, C(K)P®
Post published:August 22, 2023
Post category:Working with a Financial Advisor

7 things financial planning does for you By: Michael Leanch Michael Leanch is an expert in wealth management for MassMutual. This article will ...Note the overall goal setting and prioritization that financial planning…

Estate planning