Blog

Why You Need to Worry about Asset Protection Planning

Many people I talk to believe that only the ultra-wealthy need an asset protection plan. Nothing could be farther from the truth.

The Value of Multigenerational Family Meetings

This strategy can help avoid family conflicts about money and things.

Preparing for the Financial Reality of Widowhood

What happens financially during the five years of widowhood? Many women will be in for a shock.

Four Steps to a Successful Multi-Generational Family Meeting

Here's how to set the stage for a family meeting that meets all your goals.

Guest Column: So You’ve Created a Trust… Now What?

Simply creating a trust isn't enough. There's much more to do.

GUEST COLUMN: Preparing for Your Golden Years

By Wes Wood Traveling, spending time with family, enjoying a hobby, volunteering – these are just some of the many things people say they...

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