The Canvas of my Life
I am so honored to help such strong and powerful women with their financial health. The moral of the story is that as women, we all come to realize that our lives don’t always go as we planned them to when we were little girls. Unfortunately, tragedies, that we could have never predicted, happen to us all
The Season of Gratitude & Giving
Throughout the year, I find myself reflecting and recognizing all that I am grateful for, and like most of us, I seem to do it more often during the holidays. Although nothing is ever perfect, and we all have our “stuff”, so to speak, I feel fortunate to have a family that I love, and a profession that at allows me to help others, work with an amazing team and incredible clients. And looking back on the year,
Who Inspires You
So, as I think about family, friends and colleagues - there seems to be an infinite list of those that inspire me. With October being Breast Cancer Awareness month, it only seems fitting that I share with you Abby’s journey. Abby inspires me. She is my stepdaughter. She is beautiful. She is strong. Stronger than I ever thought possible.
Education is 'Core' to a Successful Exit Plan
Becoming educated about an exit planning process is ‘core’ to any successful business owner transaction. Without an owner learning what they do not currently know, it is impossible for that owner to make a fully informed decision for their own business exit.
Yours, Mine, and Ours: Estate Planning for Today’s Blended Family.
Every family and their needs are unique. For couples with children from prior marriages, a better approach is to organize what’s “yours, mine, and ours” and plan accordingly so neither your spouse nor your children are unintentionally disinherited.
Considerations when Selling your Business
Whatever your motivation for selling your business, you’ll only get one chance to maximize the return on your years of hard work. Do it the right way and you could get the price you want and reduce the impact of capital gains and estate taxes. Do it the wrong way and you might end up with a hefty capital gains tax bill and estate planning headaches.