I’ve spent nearly 30 years as a “Trust Officer”, and I cannot count the number of times I’ve tried to explain what that means. Interestingly, I meandered my way into this field by way of…
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Planning for ‘Special Needs Children’ versus Special Needs Of All Children-A Mother’s Perspective
I have spent my entire Career advising clients on planning designed to protect their assets, provide for themselves in the event of incapacity, and, ultimately, to create a financial legacy for their families. These plans extend…
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Don’t Leap Before You Look!
The powerful benefits of thoughtful action When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward. These reflexively gut-driven responses are…
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Do we really need to be “Fluent” in Financial Planning?
I am an avid listener of NPR, on both my morning and evening drive to and from my office. By the time I get where I’m going, I feel up to date on current events,…
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Caregiver Stress is Real
Over the past few months, I have met several women who are facing the daunting task of navigating through their parents failing health. Some are doing this while simultaneously trying to provide support and care…
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Charitable Giving, the Tax-Wise Way
Americans—especially the affluent—are some of the most charitable people in the world.[*] Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not…
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Women Helping Women
As I sat recently contemplating the work that I do with women, I kept coming back to the reality that what I do for them is to eliminate their feelings of overwhelm, whether it be…
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Here’s Why You May Need to Update Your Estate Plan
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of….
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The Super Rich’s Three Big Fears—and How They Work to Overcome Them
Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears. What’s more, they often share many of the same worries the rest of us have….
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How Playing the Long Game Could Help Build Wealth and Success
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years…
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