How many times have you heard the phrase, “Can’t see the forest for the trees?” This refers to being so focused on the small details that someone fails to see
In a recent meeting, my clients and I discussed their desire to leave 10% of their estate to charity and the rest to their children. Their financial success is significant,
Do you remember the game Rock-Paper-Scissors? Perhaps you’re still playing. Sometimes when we simplify things, they make more sense. I’m going to simplify some aspects of estate planning using the
There’s an obvious issue if research tells us that 70% of widows seek out new financial advisors after their husbands’ death.
Part of the problem is that many of
Benjamin Franklin said it best, “In this world nothing can be said to be certain, expect death and taxes.” We prepare for our taxes every year. We also prepare