By Elli Shochet, CFP This two-part series explores the challenges and solutions faced by Canadian families with U.S. connections. Part One examines insurance planning strategies that can help protect assets,
By Elli Shochet, CFP Even in close-knit families, differing expectations can lead to estate disputes and grief manifesting in unpredictable ways. A decision that once felt technically straightforward can suddenly
Elli Schochet, CFP, our Managing Partner, recently gave an address on succession planning to the annual gathering of the top 5% of all life insurance professionals. Elli was the third
Philanthropy runs deep in our firm’s history, just as it does in many of the families we serve. From the earliest days, my late father believed that meaningful giving was
Al G. Brown & Associates
