The parent-child relationship is pretty well defined. Children generally don’t advise their parents. It’s the other way around. However, this dynamic can shift as parents get older and children become adults. This becomes especially prevalent when considering estate planning and elder law issues. As parents grow older, adult children may start to have certain questions […]

It’s no secret most people don’t like moving and an office move is no different. The packing and unpacking, negotiating leases and searching for the perfect spot is never fun. But, leases expire and firms outgrow their space so sometimes it’s unavoidable. Although I can’t help you with the actual logistics of moving, I can […]

When considering different estate planning strategies and which direction to take, it’s important to consider the impact on basis. “Basis” is the benchmark used for income taxation. What does income tax basis have to do with estate planning? Lots! Property included in your taxable estate at your death gets a “step-up” in basis to its […]

After 22 years of creating the seminar success program that has driven millions of motivated prospects to our client’s seminars, it is still uncanny how many are overly concerned as to why those individuals attended. They question their true interest level and assume that the complimentary dinner evening was the main reason they came. For […]

When you look at your firm’s website or social media accounts, do you see pictures?  If you don’t, you’re missing out on a great chance to improve your digital marketing efforts and company brand.Visual content can have a great impact on how search engines rank your site – but good pictures can also do much […]

There are many milestones in retirement. Financial advisers might advise that you achieve certain financial benchmarks by specific ages or stages in your life. They might advise that you have a certain multiple of your salary by specific ages. Or, they might advise having a nest egg of a particular size before you retire. Here’s […]

Recently I decided to start limiting my sugar intake. I didn’t intend to cut it out completely, but wanted to drastically reduce the amount I was consuming. My parameters were: any natural sugar was okay in moderation, but any processed sugar had to be under 20g per day (and I have actually been trying to […]

In the talent management field, trust among colleagues is not to be underestimated. To be successful in today’s competitive workplaces, leaders must build and maintain strong, trusting relationships with their co-workers. Charles Feltman’s The Thin Book of Trust observes 4 Distinctions of Trust that foster trusting relationships: Sincerity – “I mean what I say, say […]

Many factors go into retirement decisions. When should you retire? Where should you retire? Etc. Family and personal factors are perhaps the most important of these considerations. Where do your children, grandchildren, and friends live? Where do you have roots? What location has the weather and scenery you enjoy? How are you feeling? Financial issues […]

We live in an era when sadness is avoided at great cost to our emotional psyches. Funerals are now celebrations of life. Even though death and loss breaks hearts, many people strive to stay positive and upbeat. “Must not cry” is the unconscious mantra of many grievers – and it’s harmful. In “The Gift and […]