Preparing for the inevitable, or the unexpected, is not something that a lot of people like to think about. And today’s high-tech world is creating numerous, unintended challenges for loved ones. Here are some tips for why, what, and how to best leverage technology to make things easier for loved ones.

It’s important to note that there were only a few things that were made permanent with tax reform. What does this mean for you?

Preparation is the one thing that separates an unpromising outlook from a successful future for you and your family. And that preparation starts with one thing – you!

There is nothing wrong with wanting to help your loved ones financially, but there are a few questions you have to ask yourself first.

As your family gathers, it may be a perfect opportunity to share your estate strategy and explain your decisions regarding your wealth.

Too often we see people carried away by these “new money” emotions. And then they are shocked to learn that what is left after they do a little spending won’t provide what they need it to do.

We have a pandemic in this nation and I’m not talking about COVID. This pandemic is the escalating need for long-term healthcare and how ill prepared families are.

Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you even know?