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Who’s got your back?

Who’s got your back?

The Pew Research Center produced an article in December 2014, reporting that the wealth inequality by race has grown since 2007. The wealth of white households was 13 times the median wealth of black households in 2013 compared with eight times the wealth in 2010. The contributors that impact these outcomes include home ownership which fell [...]

Lessons from my mother’s estate plan.

This month my mother passed away. It was a painful experience, but with most "mom experiences," I learned many valuable lessons from her – lessons that reinforced my Estate Planning work. I have been working with families to create and share legacies, through Estate Planning for almost a decade. And, my experiences have reinforced the [...]

What is Business Success Planning?

Business Success Planning is a term that I had the opportunity to borrow from Edric McSween, a Business and Estate Planning Financial Advisor. We have begun a collective advisory group to support Small Businesses and Closely Held Companies to realize that achieving success for your business is to have a future centered plan incorporating legal [...]