What is money, if not the means to secure a better, more fulfilling life? And how will you communicate to your heirs the importance of your carefully assembled resources?   Legacy is about more than cash and property. It’s the transmission… Continue reading →

We all like the idea of giving back, especially when we feel grateful for the opportunities afforded us in life. That charitable impulse is powerful, and it is an impulse that can be amplified by harnessing simple, proven planning tools. … Continue reading →

Aging is natural and normal. It’s just part of life! As we get older, however, it becomes increasingly important to consider how to age securely and safely, as you had intended. Join us for an illuminating conversation about how to… Continue reading →

As a hardworking dental practice owner, you’re plenty busy running your practice. It’s been a long road with taking on business debt, establishing your name, building a team. Every detail must be carefully managed to succeed. And it turns out… Continue reading →