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The Holidays: An Opportunity for Family Meetings

Here we are in mid-October with Thanksgiving and the December Holiday season right around the corner. Time moves fast! But, these holidays offer us an opportunity as our families come together during the holiday season for family meetings! But, for planning purposes,...

The Skinny on Long Term Care

or  “Just the Facts, Ma’am” Joe Friday of Dragnet fame from the 1950’s has the misattributed catchphrase “Just the Facts, Ma’am” to his character on that long running show. So, let’s take this approach and consider the following key facts about Long...

Do You Have a Family Wealth Transfer Plan?

Is your family like the ostrich with its “head in the sand” when it comes to passing your estate to the next generation? I am afraid so when you consider the following statistics: 75% of affluent families say it’s important to leave an inheritance to the next...

As the World Turns, Part 3

THE WORLD IS TURNING, WHERE IS YOUR PORTFOLIO? In 2014, I started to talk about the bull market run in the US Stock market and that it only made sense that there was a future US stock market correction and asset class performance rotation on the horizon. I have...