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What We Do
Financial Planning
Business Planning
Investment Planning
Life Transitions
Who We Serve
Path to Retirement
Retirees
Business Owners
Women & Wealth
Next Generation
Get to Know Us
Our Team
Our Community Impact
Careers
Resources
Articles & Resources
News and Press
Events
Webinars
Videos
Get Started
Client Access
Articles
Category: Estate Planning
How To Talk To Your Kids About Inheritance
Estate Planning
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Financial Decisions
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Kids and Money
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Money and Relationships
April 14, 2026
Pathfinder Wealth Consulting
For many parents, inheritance is an important topic they fully intend to address—just not today. Concerns about discomfort, family...
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An Estate Planning Checklist for Everyone
Estate Planning
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General
January 3, 2025
John Zachary
Having a sound estate plan is not something reserved for only the “ultra-wealthy.” While it’s true the 2025 estate tax exemption is...
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Seven Financial Myths
Behavioral Finance
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Estate Planning
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General
September 28, 2022
John Zachary
Throughout my career, I’ve found that one of the biggest obstacles that prevents someone from getting involved in their finances is the...
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