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The Next Generation of Philanthropists

Feb 22, 2017

Is instilling a philanthropic mindset in your children important to you or your clients? If so, you should read this article:

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Worst Places to Die in 2017 According to Forbes

Feb 14, 2017

18 states with estate and/or inheritance taxes. Whereas, TEXAS: a great place to live…and die.

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Top 4 Estate Disputes of 2016

Feb 10, 2017

Without proper planning, your legacy could be the mess you leave behind for your family to clean up.

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The Passage of Wealth

Feb 8, 2017

Are you (and your children) prepared for the passage of wealth that lies ahead?

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Businesses – Explore vs. Exploit; or both?

Aug 30, 2016

The secret to lasting, impactful companies: balance between doing what you’re good at and looking for new challenges.

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Wiring Your Brain For Success

Aug 23, 2016

A TED talk encouraging us to rewire our brain for success.

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