May 2014

105, 2014

Who Needs an Estate Plan?

If you’re reading this, you need an estate plan. Why? The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter if you are old or young, if you have [...]

105, 2014

The Three-Year Review and The Three-Year Plan

Review your life’s circumstances from three years ago. Think about what you knew and what you didn’t know about managing your wealth. What were the top five lessons you learned? How have your views about [...]