“Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life. Because almost everything — all external expectations,…
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What Sets Us Apart
When a family addresses their affairs, whether it’s a small change or a big decision, they’re in search of a quality result. Established families have inherent complexity in their affairs….
I read this Barron’s article today and thought we should discuss it. Too much money rarely ruins kids, it’s too little character as we stated in our May 3rd, 2011…
It’s best to arrange for asset protection as early as possible, preferably before the asset has been created. We analyze estate planning strategies that afford you and your family maximum…
The life insurance industry has almost certainly changed since you bought your last policy. New products have been developed and prices are falling, yet many policies are still underperforming. WealthPoint…
Many people never consider this question. But the idea of leaving a meaningful legacy is often the most satisfying accomplishment in life. Whether inspired by a defining childhood moment, a…
Planning for the future is never easy. Unfortunately for many people with significant wealth, they have not analyzed their personal financial security in relation to their lifestyle. This leads to…
When owners begin to create their exit plans, they need to answer three critical questions. 1. When do you want to leave your company? 2. Who do you want to…
In any family business, conflicts and disagreements can erupt between family members for any number of reasons, or for no reason at all. One of the most predictable reasons for…
Too much money rarely ruins heirs, it’s too little character. However, you may want to set your legacy planning up to incent your heirs to lead productive and respectable lives….
