Curious about the path to mindfulness and how it can benefit you? Listen in as Michael discusses his journey to a mindfulness practice, and how he became a mindfulness coach.
With more than 60 percent of privately-held businesses owned by those in their sixties and older, transition is a reality. It requires proper planning and action from owners who are rarely prepared for the emotional impact that transition brings.
Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught with liability. It’s not [...]
Note: This article was updated on 02/13/2020 to account for January 2020 legislation changes and more current information. What is the SECURE Act? [...]
The past few years have certainly been challenging from the standpoint of planning for taxes. Because of this, many feel that they should [...]
Roth Conversions. The question is, ‘Should you do it?’ That demands a typical lawyer’s answer…..It depends. Why is the Roth so attractive? The [...]
Michael recently sat down to speak with Daniel Slone of Legacy Arts Magazine to discuss some common misconceptions about attorneys, estate planning and more. Find out how financial and legal professionals can better address family dynamics through a new, more collaborative process.
Michael’s personal journey helped shape his thoughts on protecting family legacy. That's why he is diligent about capturing family stories through audio and video recordings like this one.
Listen in as Michael shares strategies for Creating Legacies of Significance with the team and members of the Purposeful Planning Institute. The program discusses a different paradigm for the transfer of wealth meant to enhance family relationships.