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.
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.
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 [...]
Getting organized and making a plan for the future are integral steps to ensure your business continues to thrive as you move into [...]
Tune in to this segment of "Get Down to Business" with Shalom Klein on AM560. Starting at the 40-minute mark, Michael discusses [...]