Why Maintenance Programs Make Sense
As we have seen in the past several years, especially in Congress, the only thing we can be sure of is that things [...]
Our True Legacy
I had a unique experience last week that most of us only see on television. I was at a meeting, and had invited [...]
Working is the New Retirement
In this changing and challenging economy, many people have had to confront the fact that the traditional “model” of retirement has changed. Many [...]
What matters to clients
Over the past several years as we have been maturing in the estate and exit planning practice, we are noticing a definite trend [...]
Planning for Legacy in Your Business
One would think that people who are successful in their businesses would be equally successful in protecting their wealth for future generations. However, [...]
Getting things in order
With the end of the year coming, it is a great time to start organizing. Organizing does not just mean getting things cleaned [...]
Planning Now Is More Important Than Ever!
With the changing economy, security and trust are at a premium. The desire for families to preserve their wealth has become more and [...]