Blog

Our Story Back
Each year, we published a review of the estate planning technology landscape. Our blog was designed
Share
One of the most difficult challenges in Estate Planning is the handling the transfer of firearms. 
Share
In an effort to provide advisors with more tools and services for their practice, Yourefolio™ and
Share
When most people think of estate planning, visions of older individuals reviewing or establishing
Share
During our lifetime we will make many choices, face many obstacles and live many adventures that
Share
Technology is ever-present in our lives, giving us a digital space to maintain our personal
Share