Why You Should Frequently Revisit Your Estate Plan
We’ve written on the blog before about the importance of estate planning, especially for women. Estate planning is a woman’s issue: Women often live longer than their partners —
We’re excited to announce that The Humphreys Group is now part of Treehouse Wealth Advisors.
We’ve written on the blog before about the importance of estate planning, especially for women. Estate planning is a woman’s issue: Women often live longer than their partners —
At The Humphreys Group, we know how much our early personal experiences, family histories, and backgrounds can affect how we view money in adulthood. This is especially true when it comes to handling family inheritances. Sibling Dynamics
The Humphreys Group is a tradename of Garrison Point Advisors, LLC. Accordingly, The Humphreys Group investment professionals provide services as investment advisor representatives of Garrison Point Advisors, LLC, doing business as “Treehouse Wealth Advisors” (“TWA”), an investment advisor in Walnut Creek, CA registered with the Securities and Exchange Commission (“SEC”). Investment advisory services are offered through Garrison Point Advisors, LLC, a Registered Investment Advisor. Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.