Create the story you want told. The story you want told about you by your family and those you respect the most. A story of care, concern and respect of…

Be Inspiring  When his dad turned over the reins of the business, Lawrence was ready. Lawrence learned hard work and the particulars of the business. Most importantly he had the…

It’s YOUR Money After my parents first met with a wealth planner, my mother told me, “I felt stupid in there.” I had listened to the conversation and felt the…

Find Friendlier Waters When my dad’s health started failing, he had no plan for his estate. I had no idea about the extent of his wealth or what he wanted…

Making the Complex Simple   If you’re affluent, you know all about complicated. The assets that make up your wealth are complex, and so are the solutions for handling them.…

Find Someone Who Speaks Your Language My dad’s estate plan confused him. He was an intelligent man, but the attorney’s complex legal language might as well have been in a…

Shift Your Focus Focus is a term the best pro athletes know a lot about. It’s what enables Tiger Woods to block out all the noise and the press and…

Exploring Your Options is the Only Option We like to have options—and the more the better. We want more options in our cars, on our phones, and in our business…

Think Planning Is Too Expensive? We are all going to die one day. Call it morbid or glass half empty—it’s just the truth. The government is counting on it; and…