Common Mistakes Some Smart Women Still Make With Money, Estate and Legal Planning

I’m fortunate to deal with a number of successful women across the U.S. Whether they are C.E.O.s, doctors, some other kind of professional or business owner or simply the stay at home family C.E.O. that helps manage the family’s wealth and success. Over the last ten we’ve seen both positive and negative behavior patterns among different […]

“Prepping” from an Asset Protection Point of View – What is Your Family Ready For?

This article originally appeared in Physicians Pracrtice as a two part series, I provide both below. Asset Protection is not just about lawsuits. It’s about a rational understndinig of all risks and exposures and being prepared for them, it’s a state of mind that provides the confidence of being prepared for the unexpected. Sometimes those unexpected […]