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 [...]

There’s an insightful quote that says:  Retirement is like a long vacation in Las Vegas.  The goal is to enjoy it the fullest, but not so fully that you run out of money. The challenge, obviously, is how do you enjoy retirement with the confidence that you won’t run out of money?  The answer is to create a pl [...]

Recent studies show that close to 60% of small business owners do not have a succession plan in place.  And, of those businesses that do have a plan, less than 50% have discussed their plan with a lawyer or financial advisor. Although succession planning is common for large corporations, for small companies it can [...]