“Early is on time, on time is late, and late is unacceptable.” Whether you were raised on this mantra or it’s your first time reading it, we all know that being on time is not only important in most cases, it’s the right thing to do. However, many of us find ourselves conveniently invalidating the […]

This is the third in a series focusing on planning for children. The first article was focused on the importance of planning if you have step-children. The second article focused on the importance of planning if you have “special needs” children. This third article focuses on planning for education expenses. You want the most for […]

As a former Hospice Consultant, I know what it’s like to work with people who are in the final and most difficult stage of their life yet. Dying is the only for sure thing that will happen to all of us some day. It’s arguably one of the most painful experiences we go through, for […]

This is the second in a series focusing on planning for children. The first article was focused on the importance of planning if you have step-children. This article focuses on the importance of planning if you have “special needs” children. The next article in the series will focus on planning for education expenses. A “special […]

Estate planning enables someone with Power of Attorney to take over financial management for someone who can’t do the job anymore. Post-death, the executor handles this job for the estate. In real life, managing someone else’s finances is incredibly complicated. My parents, currently ages 88 and 89, split their time between residences in Florida and […]

This is the first in a series focusing on planning for children. This first article will focus on the importance of planning if you have step-children. The next article in the series will focus on the importance of planning if you have special needs children. If you have married someone and your spouse has children […]

“In a world that is constantly moving forward, if you are standing still, you are falling behind.” – George Couros.The need for continuous improvement and innovation isn’t a cliché any more, it’s a reality for all industries. What are you doing to create an environment that challenges the status quo and seeks to find ways […]

Whether or not we plan to do so, each of us will face death eventually. However, by planning we can make our passing easier and better in many ways for those we leave behind. The first article in the series demonstrated how you could gain privacy from the public by planning and using a trust […]

We just enjoyed the 4th of July fireworks and festivities, but the winter holidays are already on my brain. Why? It’s time to start the planning process for our annual Holiday Luncheon and White Elephant Gift Exchange. Yes, you read that correctly, it’s time to plan for December. Every year, the Academy hosts a holiday […]

Whether or not we plan to do so, each of us will face death eventually. However, by planning we can make our passing easier and better in many ways for those we leave behind. The first article in the series demonstrated how you could gain privacy from the public by planning and using a trust […]