The SECURE Act Not So Secure…
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? [...]
Take Advantage of Opportunities Now!
The past few years have certainly been challenging from the standpoint of planning for taxes. Because of this, many feel that they should [...]
The Roths are coming, The Roths are coming
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 [...]
FLA Feature in Legacy Arts Magazine
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.
Capturing Your Family Legacy — The Stuart Family
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.
Talking with the Purposeful Planning Institute
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.
Creating Legacies of Significance via The Thought Board
In John's article "Creating Legacies of Significance" featured on The Thought Board, he talks legacy and why it's so important to include in your estate planning process.
Prince’s Estate Could Have Benefitted from Proper Planning
Don't make the same mistake so many celebrities, like Prince, have made. Micahmedia at en.wikipedia [CC BY-SA 3.0 or GFDL], via Wikimedia [...]
Three Critical Ways to Protect the Future of Your Business
Getting organized and making a plan for the future are integral steps to ensure your business continues to thrive as you move into [...]
“Get Down To Business” with Shalom Klein
Tune in to this segment of "Get Down to Business" with Shalom Klein on AM560. Starting at the 40-minute mark, Michael discusses [...]