Estate Planning
This can’t be all there is to life
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…
Read MoreWhat’s Your Next Move?
What You Don’t Know WILL Hurt You Jim is at a crossroads. After 40 years, his highly profitable business—his passion in life—is still going strong. But with no successor…
Read MoreWhat Do You Say?
Are You Blessed or Just Lucky? “I’m just lucky I guess.” A statement I have heard from business owners, executives and even the philanthropically minded. But is that…
Read MoreDo Something
(The Search for Significance) Don’t just sit there… “DO SOMETHING”. Because you can. Because there is so much opportunity. Because everything you do matters – for you, for others…
Read MoreWhen Indifference Hurts You The Most
I Hereby Leave My Estate to Fido We’ve all heard the crazy stories where people gave their entire inheritances to their pets. Remember when hotel heiress Leona Helmsley famously…
Read MoreWhat We Can Learn from “Die Hard”
Just One of the Lucky Ones? John McClane is one seriously unlucky guy. In all 5 installments of the Die Hard franchise, the iconic character played by Bruce Willis…
Read MoreThe Single Most Important Question
The Question You Need to Be Asking (But Your Advisors Aren’t) The wealth planning decisions you make today aren’t about some numbers on a balance sheet. What you…
Read MoreIs THIS Your Strategy?
If someone were to ask you if your wealth strategy was based on assumptions, you’d probably answer, “No way!” After all, the definition of assumption is this: “To take…
Read MoreWhat’s All that Speed For Anyway?
As the only car in the world to crest 273 mph, the Koenigsegg Agera R is the fastest car in the world. With a staggering 5.0L turbocharged V8 engine that…
Read MoreA Band-Aid Won’t Be Enough
One of the hardest things to do as a parent is to watch your child get hurt. From a tumble off the jungle gym to their first real heartbreak, we…
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