How long do you expect to live? It’s a big question and many of us don’t like to think about it, but it’s an important question. In 2020, the average…
As our client, there’s one thing you probably know for fact: When you take your last breath and leave this world, something of your estate is left over. But is…
Do things really happen in threes? This was a question we asked ourselves earlier this year. We were surprised, shocked, and saddened when we learned of the passing of three…
I recently had the opportunity to sit down with a sixth-generation business owner. During our conversation, we talked about their legacy and what they hoped to leave to the next…
During the last week of December, I sit down to compare my life now to my life a year ago. I look at my investments and examine the good, the…