What Issues Should I Consider Before I Update My Estate Plan?
There are a variety of factors and issues to be mindful of when considering to update your estate plan. Check out this guide for more information on these issues.
Asa W. Graves VII, CFA®
Principal | President & Chief Investment Officer
J. Douglas Light
Principal | Director of Wealth Management
Jeffrey G. Lenhart, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
A. Wesley Graves, VI
Director of Wealth Management
Ashley “Ash” Heatwole, CFA®, CFP®
Principal | Director of Wealth Management
Nicholas A. Perrine, CPA, CFP®
Principal | Director of Wealth Strategies
Ryan P. Waid, JD, LLM, CFP®
Director of Wealth Strategies
Jason Fink, PhD
Director of Research
Kathleen M. Graves, JD
Compliance Manager
