Latest Blog Posts

Aligning Insurance Products within a Planning Structure

Posted on: March 8th, 2014
work with a team of advisors who have the knowledge and experience to help you make sure your risks are covered at the appropriate levels, without duplication and unnecessary costs....

Why You Should Name a Stand-Alone Retirement Trust as Beneficiary

Posted on: March 2nd, 2014
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What to Do with an Inherited IRA

Posted on: March 2nd, 2014
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Family Wealth Transfer

Posted on: February 19th, 2014
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Wealth Protection: Avoiding Losses

Posted on: February 19th, 2014
You can’t create wealth until you preserve it first....

Business Succession Strategy

Posted on: February 19th, 2014
Have you been looking forward to the day you can retire, perhaps turn your business over to a son or daughter, or sell it? Even if you are not planning to stop working, you need to plan for the day you cannot run your business due to unforeseen illness or death. Most business owners do not take the time to plan for how they will leave their business....
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Testimonial

"Linda has been instrumental in helping us think through all of the scenarios to prepare for writing all of our estate documents. She keeps up on the law and changes that can affect me now or in the future. She communicates with us often to see if there have been any significant changes that could impact the current documents. I trust her wholeheartedly with such an important topic - estate planning."

Diane B., client, March 2015

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