Cooperation among all your advisors is critical to the success of making your wealth endure now and after you’re gone. This cooperation is best served by a leader you trust…
Read MoreThe ShamRockin’ for a Cure event is March 10 at the Verizon Wireless Amphitheater in Alpharetta. The annual event raises money to help find a cure for Cystic Fibrosis, a…
Read MorePeople wrongly mistake the negativity of the masses as reality. They listen to how bad things are and affirm the whole “doom and gloom” thinking. The self-help promoters’ say ignore…
Read MoreIn today’s economy, many are struggling and have to field calls from bill collectors. Even if you have good credit, however, your nest egg isn’t necessarily safe. I thought that…
Read MoreFamous horror and suspense author Stephen King held a rare book signing in Alpharetta recently. The big event was covered in the local news with an article on the Appen…
Read MoreAs a specialist in family wealth challenges which encompasses estate planning, I am often surprised at the initial response of clients to my question as to whether they have an…
Read MoreAs an estate planner in Alpharetta GA, I am often asked about do-it yourself estate planning “kits” or DIY estate planning web sites. My biggest fear when clients come to…
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Top 10 Planned Giving Challenges
Your Opportunity to Benefit
To learn more about how The Donor Motivation Program® may benefit you and your organization, request our complimentary guide, “The 37-Minute Planned Giving Landscape Conversation” with Barry Spencer by calling (678) 353-3355.