As part of the Make a Will Month series David has a conversation with Jill Chambers, the founder of  Financial Concierge.   It is Jill's mission is to guide vulnerable families, busy professionals,...

Do you have a will? If the answer is no, or you're unsure when you last updated it, this episode is a must-listen.   David welcomes back Bruce Young, an expert in estate and trust advisory services,...

In this episode, "Wills Thrills & Legal Spills," David breaks down complex terms like wills, trusts and executor. Hear stories to demystify the essential documents for estate planning, such as...