5 Missteps That Can Sabotage Your Estate Plan

When it comes to protecting your wealth and your family creating an estate plan is one of the most important things you can do.  An estate plan is your key to ensuring that your hard-earned assets are distributed (or saved or invested) as you designate. An estate plan is your family’s safety net.  Unfortunately, too… Read More »

A Time for Giving

The holidays are upon us; a time for giving thanks, giving gifts, and giving to those less fortunate than ourselves. In honor of the season of giving I would like to share this article from USA Today about philanthropist Charlie Annenberg Weingarten, grandson of diplomat and media tycoon Walter Annenberg. Mr. Weingarten is the director… Read More »