What’s Your High-Net-Worth Personality?

One of the best ways to make smart decisions about your wealth is your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really "get" what you want your money to accomplish and why.

Financial Planning for a Special Needs Child

Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability , the hurdles can look more like mountains and the potholes can feel more like bottomless pits. That’s especially true when it comes to paying for the many expenses that can accompany raising a

2022-02-28T20:13:29+00:00February 28th, 2022|Family, Financial Planning|

Transferring Values: Not Just Wealth to Your Heirs

Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant often don’t spend enough time on passing along the values that helped them build, grow and maintain that wealth. The resulting “values vacuum” can potentially cause some big problems when

2022-02-04T19:51:52+00:00February 4th, 2022|Family, Financial Planning, Wealth|

“We, the Family”: The Benefits of a Family Constitution

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among family members. What’s more, as wealthy families grow and expand over time, one

2021-11-18T20:31:15+00:00March 2nd, 2021|Family, Wealth|

The Many Benefits of Building a Family Brand

Nearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never considered what our family’s culture is all about-what we and our closest loved ones stand for as a unit. That means we may be missing a great opportunity to apply the

2021-11-18T20:38:20+00:00January 5th, 2021|Family, Lifestyle|

We Recognize Veterans Day by Helping Veterans In Need

Please join us in recognizing Veterans Day by helping our veterans in need. Your generous donation will help veterans through the Wounded Warriors Project.   Your generous, tax-deductible donation to Wounded Warrior Project® (WWP) will change the lives of over 1 million injured warriors, caregivers, and family members. You will help bring independence back to our

2021-11-18T20:05:47+00:00November 11th, 2020|Family, Philanthropy|

Five Big Mistakes Executors Make…and How to Avoid Them

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set-up to do your job

2020-10-22T20:13:08+00:00July 28th, 2020|Asset Protection, Estate Planning, Family|

Estate Planning: Don’t Forget Your Pet!

If you are part of the 68% of U.S. households that own a pet, you probably think of it as a true member of the family-one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to ensure the family dog,

2021-11-18T20:58:20+00:00July 23rd, 2020|Estate Planning, Family|

The Importance of Personal Umbrella Policies

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damage of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury?

2020-10-22T20:17:00+00:00July 14th, 2020|Asset Protection, Family, Insurance, Wealth|

Three Questions to Answer Before You Purchase Life Insurance

Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy-the money that the insurance company pays out in the event of the insured’s death. But navigating the life insurance landscape can be tricky-and

2021-11-18T21:00:19+00:00July 14th, 2020|Family, Financial Planning, Insurance, Tax Planning, Wealth|
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