An important concept to remember is that the wealth you are planning for is your…

Ernest Becker, the Pulitzer Prize-winning psychologist and author of The Denial of Death wrote, “…what…

Once people reach a certain level of financial success, pursuits often become less about accumulating…

Life is never easy for the spouse and family of an entrepreneur. And that was…

Would it surprise you if your professional advisor recommended “special needs” planning when you don’t…

This story is based on a real case involving a man who created a solid…

Your family cabin, cottage, or vacation home may be one of your most significant financial…

A colleague of ours recently assembled a list of the top 10 estate planning issues….

Mary and Paul had been married for over 50 years. Lately, Paul’s health had begun…

Betty had been a client for over 15 years. Her only daughter and her husband…