Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Life Transitions
February 17, 2026
7 Things to Do After Your Divorce: A Post-Divorce Checklist
This easy 7-step post-divorce checklist outlines next steps that can help protect your finances, update legal documents, and move forward with confidence.
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Life Transitions
August 06, 2024
Workshop Webinar | Planning Through Divorce: 5 Considerations to Safeguard Your Future
In this session, Wealth Advisor Katie Marsden will discuss the key factors to consider during a divorce to protect your future wealth.
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Tax Planning
June 07, 2024
Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes
Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.
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