August 2, 2016

Amwest Chinese Post Event

On August 18, 2016 at 2:00 PM I am honored to be speaking at a local Chinese Community Event promoted by AmWest Chinese Post and hosted by Annie White, who will be translating for me.  I will be specifically addressing estate planning and succession issues for families that have both strong […]
June 20, 2016
trust fund baby

Don’t Create a Nasty Trust Fund Baby

The Danger of the “Trust Fund Baby” I was interviewed about the trust fund baby problem by SuccessCouncil.com after my presentation at FreedomFest (2015). Success Council was interested in getting some practical advice on how to help children inherit wealth without harming themselves, their family and their community. They had a […]
June 20, 2016
Freedomfest 2016

FreedomFest 2016

FreedomFest 2016 will be held in Las Vegas, at Planet Hollywood; July 13-16th. I will be speaking on Thursday the 14th on “The 5 Best Planning Practices for Any Estate”. I hope to see you there.  The FreedomFest is an amazing experience.  There are brilliant ideas presented by awesome people.  Even […]