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Financially successful families seek my guidance to establish a generational Legacy Roadmap™ 🎯 that intersects:
(1) guiding principles, values, and wisdom with
(2) vision and goals, while
(3) giving voice across generations leading to a family, which
(4) successfully surpasses targets to scale using my signature📍Legacy on Purpose™ Method | wealth & wisdom.
I am passionate about helping high net-worth families - the $10M to $30M net-worth family, often overlooked during the generational wealth conversation.
Values-based legal strategist, translating the dreams of savvy business leaders into legacy roadmaps across generations. Giving peace of mind. Dropping into financial literacy conversations to amplify need for estate planning and asset protection planning.
An analysis of partnership losses and deductions under the Internal Revenue Code Section 465, specifically related to distributive share deductions.
We start with thought-provoking questions meant to stimulate thinking, insight, and discussion. When shared as a family exercise, families discover what unites them, establish a common vision, feel deeper connections, and become stronger. Reflect on your life experiences, events, adventures, customs, guiding principles, and values. Write or draw your response to the exercises contained within. Primary Category: Self-Improvement Project Option: 6×9 in, 15×23 cm Number of Pages: 148
The pandemic has made remaining connected to family members and friends particularly difficult. This article provides guidance on how to remain connected even while we cannot host gatherings and socialize in-person like we used to be able to do so.
The estate planning process is a mystery to many. This article describes the steps to working with an attorney to establish a plan.
A discussion of how to begin to gather the details necessary to get one’s financial and estate affairs in order.
This article suggests that an estate plan is the best gift for dad on Father’s Day is an estate plan.
Thirty years of experience practicing law, writing articles, and serving on nonprofit boards.
Company: The Wealth Counselor LLC
I worked there from 1/2000 until now