by Eric Lawton | Mar 31, 2020 | Blog
Key Takeaways – There are two main types of life insurance—but lots of permutations. – When shopping for life insurance, consider what you want it to accomplish. – A high-quality professional may be helpful in navigating the world of life insurance.... by Eric Lawton | Mar 11, 2020 | Blog
Key Takeaways – Very wealthy families typically take a formal approach to family governance. – Both the human/relationship and technical aspects of a family governance plan must be addressed. – Financial professionals can help families create a... by Eric Lawton | Mar 4, 2020 | Blog
Key Takeaways – Relatively small home renovations can help you or your parents avoid having to move. – Watch for warning signs of cognitive decline that could impact the ability to make prudent financial decisions. – Loneliness can create as many... by Eric Lawton | Feb 26, 2020 | Blog
Key Takeaways – An estate plan needs great technical expertise and much attention paid to the human element of planning – When creating an estate plan, start with the end in mind—the outcomes you most want to see happen in various scenarios. – Not... by Eric Lawton | Feb 19, 2020 | Blog
Key Takeaways – Many affluent families have or are interested in having a family foundation, according to research by the Family Office Association. – Factors such as control and philanthropic vision are key drivers behind the decision to set up a family... by Eric Lawton | Feb 12, 2020 | Blog
Also published on WealthManagement.com Key Takeaways -Streamline how you perform tasks—especially the routine ones. -Automate as many steps as you can by removing the human element. -Outsource tasks and duties to a virtual assistant. 168 hours. That’s how much time... 