Why the most important work happens before an attorney gets involved By Corey Vertich, Uhler Vertich White Advisors Estate planning is some of the most personal work I do with the families I serve. It's also one of the hardest to start, because it asks...
The most important thing you leave behind isn't the money. It's whether the people you love are ready to receive it. By Corey Vertich, Uhler Vertich White Advisors In the first part of our Estate Planning series, I wrote about why every estate planning...
Signing the paperwork is just one piece of the process. Here’s how we help make sure your estate plan works when your family needs it most. By Corey Vertich, Uhler Vertich White Advisors When I tell clients it's time to talk about their estate plan, the...
How to build a team, protect essential benefits, and create a plan that gives your family confidence about the future By Corey Vertich, Uhler Vertich White Advisors When I sit down with a parent whose child has special needs, the conversation almost...
FORT MYERS, Fla. (April 22, 2026) — J. Corey Vertich, CFP®, co-founder and principal of Uhler Vertich White Advisors, has been named to Forbes’ 2026 Best-in-State Wealth Advisors list, an annual ranking recognizing top financial advisors across the country. “This...
Averages can't tell you what your retirement should cost. A personal spending framework can. By Shane A. Carrier, CFP®, Uhler Vertich White Advisors Many retirees are financially ready to spend long before they feel emotionally ready to. You spent an...
