What would you do if you received an official looking that informed you that you won $8.75 million dollars? What if the letter had a copy of a cashier’s check written to you? Don’t be fooled. The lottery scam begins with a bold announcement. Victims are contacted by telephone, email or mail. (A sample […]
Understanding everyone’s vision is important for the development of a succession plan. In order for any enterprise to succeed all parties must be pulling in the same direction. Having an agenda for a succession plan is vital. However, clear and honest communication can identify problems as well as opportunities. Family members are often surprised at […]
My office is a converted pre-statehood home. Clients feel at ease meeting and planning in our quiet and comfortable office. Most meetings occur in the dining room that has been converted into a conference room. This is conducive to meetings that often involve family issues and planning. The relaxed atmosphere cannot be found in busy […]