Case study: How an initial conversation about philanthropy helped Lawrence and Allison create consensus in the family over their financial, estate and legacy plans

Lawrence and Allison, both their late 70s, approached Rubach Wealth to talk about philanthropy. The couple retired about 15 years ago from successful careers in the engineering and pharmaceutical industries and had accumulated significant assets over the years. Now they wanted to give back.   While it was great to see their new clients being […]