Category Archives: RSS Feed

Do I Need an Estate Plan?

Couple

Having an estate plan might seem like something only extremely wealthy people need, but that’s not entirely true. While high net-worth people need an estate plan, it’s also crucial if you own a house or business, have children or want control over what and how your possessions are distributed after your death.  Even if you’re […]

Great Employees Have These 3 Things

Couple

Experience has taught me that when you are in the presence of a brilliant thinker, always have a pen and paper handy. As you begin to ask questions, you’ll find that a river of wisdom and practical examples freely flows from someone with valuable insight into the world. This was the case with J. Lennox […]