Insights

Living Fully, Beyond Wealth: Aligning Your Money with Your Purpose

Jonathan Chapman February 05, 2025

Imagine you're at the end of your life, surrounded by loved ones. What stories do you want them to tell about you? What ...

The $889,914 Question: Succession Planning Insights from Connelly v. United States

Jonathan Chapman September 24, 2024

A recent Supreme Court case, Connelly v. United States, made an important ruling related to succession planning for ...