Estate Planning Archives - J.E. Wilson Advisors

Category: Estate Planning

Perfection Not Required

Estimated Reading Time: 2 minutes Among the benefits of having literally thousands of client interactions over the years is this…we have seen almost everything! From routine missteps to huge lifestyle altering lapses, we have witnessed these many times. Our purpose…

You Probably Don’t Need Advice

Estimated Reading Time: 2 minutes Urgency and Advice A large percentage of the individuals who contact us say they need “advice”. What this usually means is that they want a resolution to an urgent problem. The situation is urgent because…

What is Radical Candor?

Estimated Reading Time: 2 minutes One of our clients, years ago, said that the most valuable thing that we did for him was to provide “radical candor.” Those are strong words and perhaps the reason candor is “radical” is that it is rare in the realm of financial services.