Have you heard about revocable trusts? We spoke with Josh Headley, Estate Planning Attorney at Buchanan, Ingersoll & Rooney, about the benefits of a revocable trust to estate planning including how it differs from a will, how having one can help avoid probate, and the flexibility it offers.
Insights
Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Sierra Lawrence CGSP® Brett Colbert Maggie Shipley Kayla Hufker
Latest Post
Financial Empowerment for High-Net-Worth Women Navigating Divorce
March 5, 2026
No Comments
[Money Moves with Maggie] Planning Finances as a Couple
February 25, 2026
No Comments
Finding Financial Wellness in the Midst of Divorce
February 4, 2026
No Comments
[Money Moves with Maggie] How to Talk About Legacy Without the Awkwardness
January 28, 2026
No Comments