“One thing is for sure,” said Bill Gates in Forbes Magazine, “I won’t leave a lot of money to my heirs because I don’t think it would be good for them.” He stated that he would leave each of his children $10 million. “The perfect amount to leave children,” said Warren

For the last 5 weeks of her life, Mary suffered. Her dementia had progressed to the point where she was violent and forced to be hospitalized. She was in tremendous pain and suspicious of those trying to help her. Mary had forgotten who her daughter was, even though her daughter spent

Many of our clients are business owners. Although these businesses tend to be successful, we have found that many of the owners do not have clearly defined succession plans. This month, we will look at one of the best ways to outline a succession plan, especially when partners or fami