Featured image for “Planning Your Legacy: Where to Start”

Planning Your Legacy: Where to Start

As a generation, baby boomers are starting to wonder how we can leave our mark upon the world. What, besides…


Featured image for “Famous Estate Planning Blunders”

Famous Estate Planning Blunders

Celebrities have enough money to hire the best estate planning lawyers. You would think celebrities, of all people, should have…


Featured image for “Six Tips for Organizing Your Records”

Six Tips for Organizing Your Records

If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would…


Featured image for “No-Regrets Lessons from a Man at Death’s Door”

No-Regrets Lessons from a Man at Death’s Door

What would happen if your earliest childhood dreams actually powered your life and business plans? What if you integrated fun…


Featured image for “Last Will & Testament: Add a Letter Covering These 14 Wishes”

Last Will & Testament: Add a Letter Covering These 14 Wishes

Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s…


Featured image for “Charitable Gifting Through Community Foundations”

Charitable Gifting Through Community Foundations

As a lesser-known but viable alternative to a private foundation, a community foundation offers a number of philanthropic—as well as…


Featured image for “6 Wealth & Success Lessons from The Ultimate Gift”

6 Wealth & Success Lessons from The Ultimate Gift

Discover what it means to be wealthy or successful. If you’re like most, it takes a few hard knocks to…


Featured image for “Intergenerational Transfers: Helping Adult Children”

Intergenerational Transfers: Helping Adult Children

When a parent is considering giving or lending a child money, the key question is whether it’s empowering or enabling.…


Featured image for “Financial Planning for the Generations”

Financial Planning for the Generations

In most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to…