The 4 Pillars of Estate Planning Presented by Marc Aarons   I wanted to quickly touch base with you regarding your estate planning, which is easy to overlook but incredibly important. While an estate attorney should be your primary resource on this topic, I see these oversights financially impact my clients so often that I […]

A Bucket Plan to Go with Your Bucket List Presented by Marc Aarons   John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their […]

National “Make a Will” Month Provided by Marc Aarons “Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy.   When was the last time you reviewed your will or estate strategy? August is National “Make a Will” Month, an excellent annual reminder to […]

Major Risks to Family Wealth Protect your family assets for future generations. Provided by Marc Aarons   All too often, family wealth fails to last. One generation builds a business—or even a fortune— lost in the ensuing decades. Why does it happen, again and again? Often, families fall prey to serious money blunders, making classic […]

Business Continuity Plans Prepare now to better protect your business in the future. Provided by Marc Aarons As a business owner, you’ve worked hard for your success. The long hours, the difficult decisions, and the sacrifices you have made have led to where you are today. The last thing you want is to suffer a […]