Sarah Daya
Managing Director, Central Division Lead, Wealth Planning and Advice
Latest articles
Planning
Business succession planning: Building an effective team
The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.By Sarah Daya|5 minPlanning
How to talk to loved ones about estate planning
Bringing up the subject of estate planning with aging loved ones can be difficult. However, having a plan in place can offer peace of mind for the whole family. Learn more here.By Sarah Daya|3 minPlanning
Business succession planning: Valuing your business
Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.By Sarah Daya|8 minMarkets
Trump’s Big Beautiful Bill: Our latest insights and potential impact for investors
President Trump’s One Big Beautiful Bill was signed into law. Here’s an overview of the main provisions and how individuals and businesses can plan for them.By Sarah Daya, Vinny Amaru|6 minPlanning
Wealth planning is a women’s issue
While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.By Sarah Daya|4 minPlanning
6 estate planning pitfalls that family conversations can help prevent
When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.By Sarah Daya|6 minPlanning
Common financial milestones women experience throughout their lives
Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.By Sarah Daya|10 min- 6 estate planning pitfalls that family conversations can help preventWhen families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.By Sarah Daya|6 min