Did you know that only 33% of businesses are ever successfully sold, and only 30% of all family businesses survive the transition from one generation to the next? Considering that typically the business itself represents 50-90% of a typical business owner's net worth, those statistics are staggering. Turning the [...]

Whenever I meet with a new client, I always ask what “personal financial well-being” means to them.  Without this information, it’s impossible for me to set the client on their best short- and long-term financial path. If you haven’t done this already, take a moment now to write down a definition of financi [...]

The ultimate gift you can give your loved ones is a “Family Love Letter.” This document ensures that your family has adequate information regarding your affairs.  It organizes the paper trail you've created over your lifetime giving your loved ones the insight and direction they need.   You may have completed [...]