What Happens? 

We’ve been asked a few questions regarding what happens to those portions of your estate that aren’t treated consistently with what you say in your will.  Many people assume wills and trusts are the pillars of a perfect estate plan. However, asset titling–the way you own an asset–is just as critical. Conflict instructions can create

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A values-based approach to wealth management

Ted Moyer, President of Legacy 360 Financial LLC,  was featured in the May 10, 2018 issue of Proactive Advisor Magazine, a weekly publication that delivers the latest news and trends in active investment management.  In this article, Ted talks about his client-service philosophy. Proactive Advisor Magazine: Ted, talk about your client-service philosophy. Ultimately, our business

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