Category: Entrepreneurial Wealth Management

Let me tell you a secret about estate planning. One day last month, Mick and Tracy walked into my office to discuss estate planning. Mick introduced me to his second wife and joked about the challenges in joining two different families. He said, “When I die, I want to leave enough for my children...

What if you died today? Thinking about it seems odd, but we all want to have peace of  mind about the answer to that question. When answering from a financial perspective, it’s natural to want to do the best you can with the finances you have.Dean’s Estate Planning In the last few...

Did you hear the story of the retiree who had his accounts cleaned out by his son? It can easily happen if you put your investments and bank accounts in joint accounts. If you become mentally incapacitated, your children can take the money, leaving you broke at a time you need help. Most couples...