Lion Dad Book Review

Lion Dad

Lion Dad At Freedom Fest 2022 in Las Vegas, I was a speaker along with Steve Forbes, Ben Stein, Sen. Rand Paul, John Cleese, and many others.  While there, we met with one of our clients, the author of Lion Dad (Nudge Your Cub into a Top 100 College Today, Including the Ivy League: What…

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Estate Planning for Hyper Inflation

Estate Planning for Hyper Inflation

Hyper Inflation Planning for inflation is challenging.  Inflation is a tricky monster.  It creates the illusion of an increase in value.  When prices go up, things are worth more.  Right?  Wrong!  With inflation, prices go up, but value remains the same.  In reality, inflationary price increases mean the currency is worth less.  Inflation means that…

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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 traditional values and children who have…

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Don’t Create a Nasty Trust Fund Baby

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 camera on hand and recorded…

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