Blog
Cooperation among your advisors
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 MoreShamRockin' for A Cure 2012 fights Cystic Fibrosis
The 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 MoreBiggest Opportunities are Now!
People 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 MoreYour nest egg isn't necessarily safe from bill collectors
In 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 MoreStephen King holds book signing in Alpharetta
Famous 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 MoreThe best laid plans can go awry
As 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 MoreDon't be "tricked" in your estate planning get a "treat" instead
As 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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