Estate Planning, Financial Advice, Financial Advisor Blog, Financial Blog, Financial Checklist, Financial Planning, Wealth Management / 19.02.2018

“Men sooner forget the death of their father than the loss of their patrimony.” - Niccolò Machiavelli   Imagine for a minute that you’re dead. Now imagine that your spouse, children, or grandchildren have accidentally been disinherited. Now, imagine that your ex-spouse or step-children receive what should’ve rightfully...

Business Planning, Financial Advice, Financial Advisor Blog, Financial Blog, Financial Planning, Identity Theft Prevention, Wealth Management / 12.02.2018

“The toughest thing about the power of trust is that it’s very difficult to build and very easy to destroy.” – Thomas J. Watson   Every business has gathered customer’s sensitive personal information; name, address, date of birth, social security number, credit card number/expiration date/cvv, bank account...