Estate Planning

You Have Money… Now Can You Keep It?

What do Wayne Newton, Mark Twain, and MC Hammer all have in common? They all declared bankruptcy after amassing a great fortune through their trades and talents. Their cautionary tales seem to prove one commonly held belief to be true: Making money is not the hardest part—the hardest part is holding on to it.  

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Cautionary Tales from the World of the NFL

Now that football season is in full swing, it seems fitting to share a cautionary tale from the world of the NFL, and more specifically of the late, great Joe Robbie, the first owner of the Miami Dolphins. Following his death in 1990, here is how a Businessweek article began: “In November, 1989, two months before…

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What Does Your Planning Sound Like?

Few of us can forget that scene (and that voice) from the iconic 1980s movie, Ferris Bueller’s Day Off, when actor Ben Stein gives the world’s most boring economics class lecture and follows each point with his monotone, “Anyone? Anyone?” To me, it seems like most of today’s estate planning is as exciting as that…

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Educate Your Heirs

Because building this matters more than the money  If you were to ask a class of Kindergarteners what their parents do for a living, the answers can be amusing.  You’ll hear everything from, “My daddy talks on the phone” to “Mommy wears tall shoes and comes home with a headache.” It’s understandable; they’re five. The…

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Take Control of Your Money

To steward and decide what’s best for you, your family and your future… and remove what potentially stands in the way. Jim and Marge attended one of our retirement briefings and they took advantage of our free 57-Minute Retirement and Lifestyle Freedom Conversation.  They were in the office this week to talk about their more…

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Find Friendlier Waters

The health event arrived and he wasn’t prepared… not financially anyways. He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and preserving it. Now it was scramble time – to get everything financial in place as it should be at a time when energy is better…

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Which "CEO" Are You?

Two CEOs are better than one!  There are two CEOs in most wealthy families.  There is the chief executive officer, and the chief emotional officer. The chief executive officer understands the assets and financial make-up of the wealth; the chief emotional officer is in touch with the relational influences of wealth on lifestyle and the…

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Right Coach, Right Results

I’m not a big pro football fan, but I enjoy watching the great teams play. They march onto the field with such confidence.  They know exactly what they want to accomplish. They are united around a clear plan to win. Too few people march into retirement with the same level of confidence or a clear…

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More Options, Not Less

What do more options provide you?  More choice. More possibilities. Potential for better outcomes.  We want more options in our cars, our phones and in our business. Yet most limit their options for protecting, preserving and passing on their wealth in the most economical, tax-efficient and family-friendly way possible by: not dealing with it soon…

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Do You Know Where You're Headed?

If you set out on a cross-country road trip to some of America’s greatest destinations, wouldn’t you enter the desired destination or destinations into your GPS to be sure you got to where you wanted to go? – Only if it matters where you end up, right. This kind of common sense guides all kinds…

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