Why Everyone Needs an Inheritance Strategy
If your clients may be coming into an inheritance—whether that's money, property, or other assets—this article will help them prepare to handle the responsibility of additional wealth.
How to Calculate Your Net Worth & Why It Matters
Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.
Helping Clients Cope with Sudden Loss
Three years ago, my mother-in-law’s sister died. My husband, five kids and I were driving back from the funeral when we received a call.
Financially Protect Your Loved One With Disabilities: 4 Next Steps to Take
If you're a parent to a child with disabilities, there are certain measures you need to take during the estate planning process. Here are a few tips to keep in mind.
5 Myths About Generational Wealth You've Likely Heard
Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.
Millionaire & Former Zappos CEO Died in November Without a Will. Here's Why That Makes Things Extremely Complicated
Celebrities are just like us - meaning when they die without a proper will in place, things can get complicated. Here's a reminder about the importance of having a will, no matter your net worth.
The SECURE Act Has Passed. What Does it Mean for Your Retirement?
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
Estate Planning for Executives
As an executive, it's imperative to ensure that the complexities of your finances are organized so your legacy and estate are well taken care of in the long run.