Firm News

What is your legacy?  When you speak does anyone listen?  Does it move or change anyone?  Have others taken necessary action beneficial to them because of YOU? It could be hundreds, thousands or just one.  If you AFFECT the action of one or the actions of many and it...

The legacy we leave to our family is important.  Many also live a life whose legacy will change the world.  The 2011 Nobel Peace Prize was awarded Friday October 7, 2011 to Liberian President Ellen Johnson Sirleaf, Liberian peace activist Leymah Gbowee and Tawakkul...

We mourn the death of a man whose technological advances were revolutionary.  Our regularly scheduled television programs were interrupted to announce his passing because his death was of such significant note.  BUT it was his life that was the most significant. ...

In addition to discussing the 7 benefits of estate planning, I also covered the 7 principles of wealth during my presentation at the American Embassy in Jamaica. The 7 principles of wealth are (1) enjoy what you do; (2) have a budget; (3) put your money to work for...

I covered 2 primary topics during my presentation at the American Embassy in Jamaica.  One was the 7 principles of wealth which I will post on tomorrow and the 7 benefits of estate planning. The 7 benefits of estate planning are (1) protect assets; (2) save money; (3)...

I share with you a link to one person's reflection on my visit. She served as the Public Affairs specialist for my trip. Her words help capture the wonderful experience I had sharing my estate planning expertise in Jamaica.  I spoke to the retired community, American...

The Founder and CEO of the Caribbean Community of Retired Persons ("CCRP") thanks me for my presentation to the CCRP during my visit to Jamaica.  Estate Planning: Preparing for a Prosperous Future was well received by those in attendance.  It was a rewarding...