Estate & Will Planning

Executing a Living Will or a Family Trust.WHY DO WE AVOID THIS? Because no one wants to talk about dying, so we avoid it or put it offI get it. I put it off for years also. Let’s first talk about living.The odds are way in our favor that if we are healthy today we...

Your life, the next 25 years.

This August I will turn 50.50 years old.   I am challenging myself to think about the next 25 years of my life and what I want it to look like.It’s super exciting. What do I want the next 25 years of my life to look like? What do you want the next 25 years to look...

Time to Review Your Estate Plan Guide

NEARLY HALF OF PEOPLE OVER 55DON’T HAVE A WILL   Estate planning is an important part of personal financial management and involves maximizing the benefits of wealth. Without a will, you risk leaving your loved ones unprotected…and at the mercy of laws in...

The Parallel Paths

The Parallel Paths Everyone we meet has to be on two parallel paths. The first path is the Protection Path and what I mean by that is protection from liability disability and death.And that’s about the type, the amount, and the positioning of that protection. The...