Ask anyone who has been to Las Vegas or Atlantic City, and they'll tell you, "It's about the odds." The odds of winning at the tables, the odds of getting upgraded on your hotel room, the odds of getting "comped" for a free dinner or show...the odds of just about anything. Some calculate the odds…
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The Estate Planning Team – Synergy At Its Best!
We've all heard the expression "there is no I in team." Essentially, this means that in order to have a successful team approach to just about anything, you can't have one individual who believes that their contribution is above and beyond the rest, or he or she can do it all. For a team to…
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You Can’t Take It With You, But You Can Retain It!
Inevitable, Part of the total financial planning process I work on with clients must include estate planning and how assets can best be distributed upon death. It is not a subject easily embraced by many people, but nevertheless an important matter that has serious implications for the family involved Perhaps the following strategies will help…
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