Blog
Tips and Trix
Thursdays are for Tips and Trix! Today's Tip: A major health diagnosis serves as a good trigger to strategize an estate plan to ensure the right community of support around you as you face [...]
From the Vault
From the Vault . . My dad unequivocally was a bad guy. He stole money from people and destroyed their retirements. His name is not a household name like that of Bernie Madoff but it [...]
Giving Tuesday-Ethical Wills
How do you leave behind your legacy of values and ethics for future generations? In this Giving Tuesday post, Executrixie highlights the value of leaving an ethical will. Advisers use ethical wills to look [...]
Giving Tuesday- Leaving a Legacy
"My photo books on Arizona are my last will and testament to my love for my native state." — Barry Goldwater Barry Goldwater — a five-term Republican senator from Arizona and a presidential candidate in [...]
Tips and Trix- Remembering my father
“If you don’t like something change it; if you can’t change it, change the way you think about it.” ~ Mary Engelbreit In today's tips and trix, I remember my father, who passed away sixteen [...]
From the Vault
One of our fondest family memories involved an all-inclusive trip my wife, Susan, and I took to Disney with our adult children, spouses, and grandchildren in 2017. We had planned to surprise them again [...]