Resources
The Importance of an Estate Plan
As a financial planner, it’s astonishing to see wealthy individuals, like music legends Michael Jackson, Jimi Hendrix, Bob Marley, and Amy Winehouse, who pass away …
Safeguarding Assets from an Ex-Spouse
Key Takeaways: Understand the basics of how premarital assets are viewed versus postmarital assets. Prenups can make sense if you have children from a previous …
Smart Money Moves to Make While You’re Still Mentally Sharp
Key Takeaways: Your ability to make smart financial decisions may start to decline sooner than you think. Have important conversations with family and trusted advisors …
Family Business Succession: An Overview for Owners and Heirs
Key Takeaways: The lack of a solid succession plan can easily result in family conflicts that hurt the company. If the decision is to keep …
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