Unpopular Opinion: Your Inheritance Is Not Your Friend
Video Transcript: A lot of people think that receiving their inheritance will solve all of their problems. The fact of the matter is, your inheritance could end up hurting you. One of my dear friends, and clients, inherited a large sum of money before he was ready to manage it. He chose to ignore my Read more ➝
How to Protect Your Children from Financial Disaster
Video Transcript: People often think that their last will and testament is the best way to manage and distribute their estate after death. But is that enough to protect your heirs? Or, is it going to give them access to a large, unrestricted amount of cash? One of my clients, that I worked with for Read more ➝