Navigating the Digital Afterlife: A Guide to Preserving Your Online Le
Monday, July 22
"A man who does not plan long ahead will find trouble at his door." -Confucius Technology has undoubtedly shifted our society over the last 15 to 20 years. It's time we discuss estate planning with a technological twist. There are a few key pieces when forming an organized estate plan, but here a...
THANK YOU for your trust
Tuesday, July 16
I'm taking the time to write this blog post because I have to say this: THANK YOU for your trust. It's a significant decision to entrust your financial life to another, especially in a time of such uncertainty. We understand this, which is why we strive to be more than just a service that fills o...
Passing Down a Business Within The Family
Monday, July 08
"You can always amend a big plan, but you can never expand a little one." -Harry S. Truman What is your plan for exiting your business? You need to have a direction. It's best to begin planning years ahead of the expected move! For many, it's moving the business toward a sale. However, many oth...
Negotiating For The Win
Monday, July 01
“Discussion is an exchange of knowledge; an argument an exchange of ignorance.” - Robert Quillen Occasionally, we're pulled on to work through business valuations, M&A (Mergers & Acquisitions) transactions, etc. These are inherently complicated situations, of course ... and they're also i...
Guiding Principles For Raising Money-Smart Children
Tuesday, June 25
"One thorn of experience is worth a whole wilderness of warning." - James Russell LowellIt is HARD. As is, really, every parental effort to pass along values to the next generation. Anyone who says it's easy just hasn't yet faced what's coming down the pike for them. That's why, when passing alon...
Lending to Family Members and Potential Tax Consequences
Monday, June 17
"Families are the compass that guides us. They are the inspiration to reach great heights, and our comfort when we occasionally falter." - Brad Henry Individuals who are strapped for cash and in a pinch often look to family members for help, and rightfully so -- your immediate family has been wit...