Only You Can Do this

Don’t just sit there… “DO SOMETHING”. Why… because you can. Because you have something to offer.  Because everything you do matters – for you, for others and forever. The people…

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Billionaire Transfer Secrets

The Wal-Mart Walton’s are a special family who built a special company.  Their wealth transfer strategy also appears special, even questionable to many outsiders. How they have transferred billions to…

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Mistakes of the godfather

I don’t have HBO, and I don’t watch much TV… Watching TV is one of the sure ways to guarantee a life of meaningless existence. That isn’t the point, but…

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Can inheritance be fair?

The issue of inheritance – how much, when, why, and how to make it equal – all factor into whether or not inheritance will be perceived as fair. Make a…

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Estate Planning Is Dead

In a recent article on FoxBusiness.com, there was a well-meaning intention to communicate about shielding assets from estate taxes. Find the article here if you dare to be bored and…

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