Phillip J. Martin joins panel to discuss the overlooked human side of estate planning

Earlier this month, Phillip J. Martin, a shareholder at Merline & Meacham, P.A., joined a panel hosted by UBS Financial Services to discuss the critical but frequently overlooked human side of estate planning. While technical frameworks and tax strategies are vital pillars of what we do at Merline & Meacham, P.A., a true legacy is […]