Jeff Montgomery is the Founder and President of Montgomery Financial, a fully independent Registered Investment Advisory firm. We value Jeff's attention to detail and thorough approach to planning, including his knowledge and interpretation of ...

Team Centered. It's one of our four firm pillars and Mindi Cooper, Estate Planning Coordinator, is our "guest" today to share her journey with the firm. She and our Firm Manager, Sherri Holder, shed a little more light on Mindi's personality - ...

A lot of our clients express an interest in using their estate plan to fulfill their charitable giving wishes, but they aren't always confident in their knowledge of the options. Mike DiPaolo, Vice President with the Delaware Community Foundati...

It's a common question - should I create a Revocable Living Trust or an Irrevocable Asset Protection Trust? Answer: Maybe both! Michele Procino-Wells, Esq. and Amber B. Woodland, Esq. are together in this episode to dispel a few myths about the...

Administration is the area of our practice that helps families settle the matters of their loved ones who have passed away. During this stressful and emotional time, a decedent's important people are oftentimes uncertain of their role as Execut...