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Emerging from the Cocoon  – Preparing to Re-Open after COVID

Emerging from the Cocoon – Preparing to Re-Open after COVID

Reading Time: 5 minutes The “stay at home order” is like the cocoon stage in the life cycle of a butterfly.
This intermission in our professional lives is the perfect time to prepare for the next act in our careers—more robust and fulfilling than the last. Now is the time to work more, not less! Now is the time to stop being a caterpillar and turn your business into a butterfly.

The Problem of “Forced Heirship”

The Problem of “Forced Heirship”

Reading Time: 4 minutes In serving an international clientele, I frequently run into the harsh realities of “forced heirship.” Like many Americans, I consider it a right to have a say over what happens to my assets and possessions after my death. We exercise this right through instruments like a last will and testament, or a living trust.

The Importance of Having a Will – Seriously, Don’t Put This Off!

The Importance of Having a Will – Seriously, Don’t Put This Off!

Reading Time: 5 minutes I decided to share the importance of this subject matter since it hit home during the current COVID-19 crisis, as my mother approached me wanting to discuss her wishes should she fall victim of this pandemic. To my surprise, my mother does not have a will! Is it any wonder people wait until death’s door to write a will? Nobody likes to contemplate their own death, and they act accordingly. A majority of wills are prepared for people over 70 years old.

IS YOUR LIFE  INSURANCE POLICY IMMUNE?

IS YOUR LIFE INSURANCE POLICY IMMUNE?

Reading Time: 5 minutes The global pandemic COVID -19 has, in a few short weeks, altered our life as we knew it. This is true for our younger population being homeschooled; for parents working from home; and especially for the many who have tested positive and are recovering or have lost their lives to this invisible enemy.