Worst-Case Scenario.

In March of 2017, a good friend of mine died tragically in a horrific car accident.  She left behind her 9-year old twin daughters. The event had a massive effect on my life for several reasons. I have been fortunate enough to only ever have experienced the loss of my Great Grandparents & Grandparents, which…

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Wealth. What does it mean to you?

Wealth to me is not about money.  I gauge my wealth on the relationships I have, the quality of time I am able to enjoy with my family, the level of joy and happiness I feel when I am able to provide experiences and special moments with my children.  Yes, money does afford me the…

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Spring Cleaning: Helpful Tools for Organization

Spring is notorious for being the season that is most associated with new beginnings and clean slates.  The term “Spring Cleaning” is historically linked to a deep cleaning of one’s home, inside and out, due to the effects of Winter.  Read more about the historical significance of spring cleaning here.  However, Spring is also a…

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Should I Do My Estate Planning Online???

Today’s technology allows us to access a gamut of information from the comfort of our homes or by simply pressing a quick button from our smartphones.  We can even do our shopping by simply asking our “virtual assistants”, like Amazon’s Alexa or Google Play, to place an order.  However, this quick and easy access to…

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3 Steps to Prepare your Children for an Inheritance

How do you prepare your children to receive their inheritance? Your children receive their inheritance according to the directions you provide in your trust document.  What if your children are not fiscally prepared to manage their inheritance?  Talking to your children about your plan to include them in your in regard to their inheritance is…

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