Presentations
Lion Dad Book Review
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…
Read MoreEstate 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…
Read MoreAmwest 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…
Read MoreDon’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 camera on hand and recorded…
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