3 Symptoms of an Unhealthy Estate
- March 7, 2018
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A lot of people have been getting sick in the phoenix valley this time of year. It seems like it happens like this every year. My last sickness came from the bug my daughter picked up from a schoolmate. At…
Love & Trust – My Family
- January 30, 2018
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I Love my family and that is the main reason I have a Living Trust because I know my family’s needs are planned for if I were to pass away. Far too many families who need one do not have…
Gratitude, the Law, and Prosperity.
- January 27, 2017
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There is no question in my mind that gratitude is a key to building prosperity. Even the most successful, self-made, individuals owe at least part of their success to good grace of another human being. Someone somewhere purchased a product…
Resolutions
- January 24, 2017
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Resolutions. It is right about this time of the month of January that most people will abandon the positive changes that that they resolved to implement in the new year….
All Good Gifts and the Law
- December 20, 2016
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I thought I might take a quick moment to talk about gifts. Whether small or large, the act of making a gift can be both spiritually and financially fulfilling. …
Lawyer and Legacy
- October 21, 2016
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Legacy is more than just finance and law. It is the summation of all that is left behind by a deceased. I attended the funeral of the former Maricopa County Superior Court Judge David Roberts this morning. I first met…
Prosperity and Positivity
- October 10, 2016
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HOW MEMORABLE IS YOUR SALES EXPERIENCE? Fostering Prosperity and Positivity is important to sustainable success. The power of persuasion, also known as sales, is a fundamental part of life. Sales is the lifeblood of all business. We sell our employers on…
How the New 2010 Federal Tax Changes Impact Your Current Estate Plan
- September 30, 2016
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On December 17, 2010, President Obama signed the new tax law, The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “Tax Relief Act”) which settles important questions and concerns about the federal estate, gift and generation-skipping…
3 Symptoms of an Unhealthy Estate
- September 29, 2016
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How do you know if an estate is unhealthy? I am writing from bed today because, despite my best efforts to avoid it, I caught a cold from my daughters who probably caught it from another child at school. This…
Part 3, Prosperity Asset Protection
- September 9, 2016
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Asset protection is essential to prosperity. There is no one-size fits all strategy. There is no silver bullet which can kill all creditor beasts. Change in the law and policy is inevitable. Circumstances change even more rapidly so asset protection…