Case study: How an initial conversation about philanthropy helped Lawrence and Allison create consensus in the family over their financial, estate and legacy plans October 8, 2024 Lawrence and Allison, both their late 70s, approached Rubach Wealth to talk about philanthropy. The couple retired about 15… Read More
Case study: A bright and successful academic and innovator with assets ‘all over the place’ and an underfunded will September 20, 2024 David is a 54-year-old university professor and biotechnology innovator and consultant with several patents to his name. He’s married… Read More
Case study: Meet Vivian, a newly graduated lawyer with a solid first job, dreams of home ownership and a big credit card balance July 11, 2024 Vivian, a recent law school graduate, just started her first job. Her new employer, a law firm, offered an… Read More