Protecting Your Assets

Why You Need a Digital Estate Plan
February 19, 2015

Why You Need a Digital Estate Plan

No one should be caught dead without a will or trust to dispose of money and property. But what about digital assets – email accounts, Facebook posts, YouTube videos and other online resources? 

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The Prodigal Son: Wealth Transfer for the Wayward Child
January 12, 2015

The Prodigal Son: Wealth Transfer for the Wayward Child

  The parable of the prodigal son is one of the most famous estate planning stories ever told. Interestingly enough, it is as relevant today as it was in biblical times, touching on some of the core issues that families of every faith wrestle with...

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5 Essential Steps to Preserve Your Wealth
November 08, 2013

5 Essential Steps to Preserve Your Wealth

                HELP MAKE THE MOST OF YOUR ASSETS AND ACHIEVE YOUR GOALS Personal wealth management often takes a back seat to other tasks in the life of a time-crunched business owner. Daily demands can edge out the time required to focus on...

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