Wake Up Call
Waking Up & Giving Thanks As I was on the plane to a wonderful conference hosted by the Purposeful Planning Institute, I was thinking [...]
Making Real Connections
Being Present. Being Connected. Being Yourself. A few years ago, I was honored to be invited to the wedding reception for my friends, [...]
Michael’s Journey in Transformation & Self Discovery
Watch Michael's Speech on Transformation https://www.youtube.com/watch?v=SpBLO2JhgF8 This powerful journey of self-discovery has helped Michael live a more purposeful life and has provided [...]
Our New Book — Your Ultimate Legacy — is Available Now!
Now available for order! Our new book, Your Ultimate Legacy: How You Can Create, Expand, Enjoy and Sell A Purposeful Practice, is [...]
Year-end Review & Reflection
At the end of each year, I like to reconnect with our clients for review and reflection. So much can happen over the [...]
Speaking Well of the Dearly Departed: You
In the light-hearted, yet informative article, "Speaking Well of the Dearly Departed: You", Jeffrey Steele interviews Michael to discuss the drastic effects beneficiary [...]
It All Goes To? Take Another Look at Beneficiary Designations
By Jeffrey Steele Financial advisor Gregory DeJong recalls once making small talk over the kitchen table with a woman while her husband went [...]
Ray Bradbury, Fahrenheit 451
Everyone must leave something behind when he dies, my grandfather said. A child or a book or a painting or a house or [...]
CTC Discusses Challenges to Trust Administration
[Part 5] The Chicago Trustee Collaboratory serves as a resource for practical wisdom to help families benefit the most from their trusts. Watch [...]
CTC Discusses Educating the Beneficiary
[Part 4] The Chicago Trustee Collaboratory serves as a resource for practical wisdom to help families benefit the most from their trusts. Watch [...]