Strategy Inside: Now is the Time to Plan to Reduce…

While it’s only October or November when you are reading this, now is the time to plan to reduce your tax bill for 2017. By December, it’ll likely be too…

Steps You Can Take Tomorrow to Become More Productive In…

The daily grind can be a real challenge. It can be difficult to stay motivated at work and focused on the right things, particularly when financial times are hard or…

Legal Rights of Grandparents: In Honor of National Grandparents Day

When all is ideal in a family, the bond between grandparent and child is a special one. Maybe you’ve even heard that grandparenting is the grand reward for parenting. But…

Permission To Love Your Children

This is your letter of permission to go ahead and simply love your children. Put down those expectations that are ingrained in someone else’s idea of what it means to…

Do You Have a Business Succession Plan In Place?

As a business owner, you’ve taken on a big responsibility to your family, your clients/customers, your team and your partners. Most businesses are not sufficiently liquid to keep the company…

Can Family Caregiving Change Your Reputation (and Self-Perception) For the…

Are you the unappreciated black sheep in your family? Have you wished you could redeem your reputation and at the same time shift your own perception of yourself? Consider taking…

Industry-Based Business Marketing Strategies: Tailor-Fit Your Approach!

Marketing your small business can be difficult. Depending on your product or service, any particular strategy may or may not be the best fit for you. So how do you…

Five Reasons To Never Give An Outright Inheritance To Your…

If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the…

“We just had a baby! I think we need an…

One of the most popular reasons why families contact me for estate planning is that they have small children at home.  Often, the conversations go like this: “We just had a baby,…

The Problem with Probate

“Probate is a lawsuit you file against yourself, using your own money, for the sole benefit of your creditors.” You may have heard of probate. But for those who have…