Wealth transfer and estate planning are not only very broad topics that have myriad implications and directions for every individual client, but they also involve very significant planning discussions that require a lot of time, effort, work and money to complete.  With that said, many high net worth clients have already done some level of…

In his 2006 book, Integrity: The Courage to Meet the Demands of Reality, Dr. Henry Cloud proposes that:  People who become leaders, or really successful, tend to have three qualities… They have some set of competencies…you can only fake it so long…you just have to get good at what you do. There is no shortcut.…