The Real Cost To Your Family: Relying On A Will Alone

This is the second in an ongoing series of articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential gaps or weak spots in your plan, meet with us to learn how to …

The Real Cost To Your Family: Relying On A Will Alone Read More »

The Real Cost To Your Family: Not Planning For Incapacity

This is the first in an ongoing series of articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential gaps or weak spots in your plan, meet with us to learn how to …

The Real Cost To Your Family: Not Planning For Incapacity Read More »

New Routines

This was my first Memorial Day weekend in Miami.  It had me completely off tilt. Having spent most of my life in the North and my childhood years on military bases, Memorial Day weekend involved flags, the day off from school, picnics, and if we were lucky a trip to the pool.  A day to …

New Routines Read More »

Productivity

I asked my 17-year-old daughter Elise this morning what I should write my blog about and without taking a breath she answered, productivity.  “Mom, you are always talking about it”. I then proceeded to survey my 19-year-old son Eric and 20-year-old daughter Wiley about their thoughts on productivity.  The responses started with “Mom, you know …

Productivity Read More »

Scroll to Top