Life Insurance Basics Everyone Should Know

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....

Not Wealthy Enough for an Estate Plan? Think Again

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...

Should You Establish a Family Foundation?

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...

Free Up Your Life: Work Smarter, Not Harder

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...