Estate Planning

Jim is at a crossroad.  After 40 years, his highly profitable business- his passion in life – is still going strong. But with no successor within the family to take…

Noblesse Oblige  This French phrase (pronounced noh-bles-oh-bleezh) incorporates the idea that privilege entails responsibility.  It was used in reference to people of noble birth because they were the people at…

Are you being asked the right questions about your money? If you don’t answer them, Uncle Sam will answer them for you. Asking the right questions will lead you down…

What do Apple, Amazon, Starbucks, and your Estate all have in common? Their success depends on carefully thought-out and executed strategies. No successful business would even consider operating without a…

Your time is precious. It’s also your most limited resource, while your abundant resource is money. The question then becomes: What amount of money would you give for more time…

You’ve worked hard and now there are outstanding opportunities available to you because you have choices. Too many don’t take advantage of the choices they have. They squander away their…

Your wealth is more than your money.  In fact money is only a tool to accomplish something that matters… to you! Because you’re still alive you haven’t totally fulfilled that…

A group of farmers had a struggling crop and didn’t know what else they could do. They recognized it was a drought, but what could they do about that… They…