Family dynamics are an often overlooked but critical piece of the estate planning puzzle. When tensions run high among siblings or parents, professional family mediation can provide a much-needed way to lower the temperature. Whether the friction comes from...
Picture this scenario: a fabulously wealthy tycoon breathes his last, leaving behind a fortune worth tens of billions of dollars. Then fast forward through just two or three generations. The grandkids of the rich man gather for a family reunion, only to find that not...
Jimmy Buffett was famous for his laid-back “beach rock” lifestyle, but behind the scenes, he was a brilliant businessman who built a $275 million empire. Despite his success and careful preparation, his legacy is currently entangled in a bitter legal battle that...
Estate planning is an essential component of preparation for a happy and secure retirement. Sadly, all too many Americans ignore estate planning altogether, imagining – somehow – that everything will work out magically for their heirs once they pass from the scene. In...
What is your most important asset as you enter retirement? Is it your home? Is it your financial portfolio? Is it your long-term care policy? Is it your close-knit family? No, no, no, and no. Your most important asset in retirement will prove to be your health. Your...
