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 foreign language. But Dad was too proud to speak up (or too embarrassed about his confusion) and never told anyone he was unclear. Clear language…

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 be the best golfer in the world and what helps Labron James dominate the court. It’s also a big part of what helped you become…

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 dealings. How many options have you explored for your wealth planning? Only about 30% of families explore their options to find the plan that works…

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 when that day comes, someone in your family must complete IRS form 706, on which you must list every asset in your estate. It may…

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 be the best golfer in the world and what helps Labron James dominate the court. It’s also a big part of what helped you become…

Deceived by a Good Deal My father was a car enthusiast. He started with Cadillac and Lincoln and eventually graduated to Bentley and Rolls Royce. Despite his ability to pay full price, the real excitement for him was in getting a “deal.” When it came to estate planning, he looked at it through the same…

Count the Costs… and Beat the Odds   What is failure? While it is different things to different people, one definition of failure for the affluent could be “the involuntary loss of control of assets.”   You’ve worked your whole life for the success you now enjoy; and yet, odds are your wealth will NOT…

The Law of Diminishing Returns The Law of Diminishing Returns in essence states that too much of something (even a good thing) will eventually lead to reduced production. Something we recognize more easily in others than we do in ourselves. Over the years, I’ve met with too many business owners’ who reach a point in…

Significance Versus Success Success can be dangerous. Yes, it’s important; and it’s probably something you’ve experienced a lot in your life. But if you’re not careful, it can also rob you of your final years of purpose. So ask yourself this: Do I have a success purpose or a significant purpose? You need something that…

  Made for “Such a Time as This” Long ago, a Jewish woman Esther became the Queen of Persia. Unaware of her Jewish heritage, King Ahasuerus chose her as his queen at a time when the Persians controlled most of the known world. Later she learned a wicked man named Haman requested that the king…