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Gifting to children is fine, but don’t run out of money
November 12, 2021
“The greatest use of life is to spend it for something that will outlast it.” – William James The main principle of legacy planning is
Bond basics
October 22, 2021
Bond basics We associate the term ‘bond’ with mutual connection, whether the subject is chemistry (between atoms, ions, or molecules), personal relationships (between human beings),
Dealing with the financial affairs of someone who has died
June 28, 2018
At Wells Gibson we believe it’s important to talk about dying, death and bereavement with clients. In fact, when creating financial plans for clients we
