Will My Children Still Be Hugging Each Other 6 Months After I Die?

In a previous Forbes article, we outlined some strategies for Effective Wealth Transfer (preparing your wealth for your heirs), including some great strategies that could potentially save your family hundreds of thousands or even millions of dollars in unnecessary Estate & Capital Gains Taxes. In this article, we want to discuss Intentional Wisdom Transfer, which… [Read More]

Businessman looking through a magnifying glass

Hidden Provisions In The CARES Act: Learn To Thrive As America Opens Back Up For Business

As American businesses start to open back up, many business owners are looking for ways to move beyond just surviving to thriving. Many have received PPP (Paycheck Protection Program) loans or other emergency grants or loans from the SBA (Small Business Association) or their State. Those funds really just help your business to “survive”—to get… [Read More]

Family hands together

A People Without a Vision: Creating a Family Vision, Mission, and Core Values/Guiding Principles Statements

“Where there is no vision, the people perish.”—Proverbs 29:18a (KJV) Written by the wisest man in the world, Solomon knew that to live this life well, we need to have a vision and follow it. Having a vision is a necessary ingredient for good leadership, otherwise, we don’t have a good game plan and are… [Read More]


Developing a Heart of Gratitude and Generosity in our Children and Grandchildren

The old adage about grandparents spoiling their grandchildren might be something we laugh at, but it is no laughing matter. Character is born from whether we spoil our children and grandchildren or whether we instill virtues, values, and a good work ethic within them. In a culture where our perspective of how much is too… [Read More]