child and parent hands holding money jar, donation, saving, family finance plan concept

A PRESCRIPTION for What Ails Your Money?

You’re no stranger to adversity – the Covid pandemic, a cold spring and no sports or live music available! Your money has its challenges too – it battles taxes, the stock market “roller coaster” (and the impact of inflation). Also, the ...

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Ensuring Fair Estate Division

I have four siblings. As part of a large family, I can imagine it required ongoing effort by my parents to ensure we were all treated fairly – even by Santa each year! Parents, as an estate planning objective, often want their children ...

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The Estate Protector

One thing apparent to me during my career working with clients is they often vastly overestimate (like my golf tee shots go 300 yards…) the amount of inheritance they expect to leave to family. It seems they forget, or are simply ...

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