Why Online and DIY Plans Fail

Why Online and DIY Plans Fail

A friend of mine who happens to be a financial advisor recently told me about some of her clients who need estate planning. They’re a married couple with three kids and a few pieces of rental real estate. My friend mentioned the importance of estate planning and...
Is she an “I/C” or an Employee?

Is she an “I/C” or an Employee?

In recent years the U.S. Department of Labor (DOL) has taken a more critical look at independent contractor relationships to determine if some of those relationships should be reclassified as employee-employer relationships. Within the past 24 months DOL has appeared...
Planning for LIFE

Planning for LIFE

Estate planning isn’t just planning for what happens after you die; it’s also about planning for life. Who can make important decisions for you if you’re away or if you can’t make those decisions for yourself anymore? Who is going to take care...