It’s been a while since I wrote one of these newsletters. Every time I do I say I’m going to start writing them more often. This newsletter is no different..
Hello and Happy New Year! It’s kind of nice that the new year fell on a Sunday this year so I get a chance to say hi on the very.
Happy Sunday! I am writing you this week from sunny Cabo San Lucas, Mexico. I’ve been here for several days at a conference based around growing and strengthening relationships. It’s.
Hello! Happy Sunday. Hope you are doing well and gearing up for the holiday season. Today I wanted to talk about how you can be a real life Santa Claus.
I’m writing this on Labor Day. Literally. It feels like I shouldn’t, though. Labor Day, because everyone gets the day off, should be about non-labor, right? Yet, here I am.
Happy Sunday! I thought I’d take today to dive into an example of how to use a life insurance trust that will be applicable to many of you and is.
I wanted to continue the discussion related to estate taxes by starting with one of the easiest estate tax strategies to employ. This strategy is called the ILIT, or irrevocable.
Today I’m going to give you a quick primer about estate taxes. Before we get into all the nitty gritty details and secrets and strategies, it might be nice if.
This newsletter is going to probably seem a little bit like a teaser. But it’s not. 🙂 I just want to get you thinking about the future now. Not strategy..
You ever hear an attorney say they have been “practicing” law for 10 years? Or a doctor say they’ve been “practicing” medicine for 12 years? Ever wonder why we say.
