How Can I Make Sure My Plans are Honored?
Start with an honest assessment of how prepared you are for an uncertain future. Use my Self Assessment Scorecard to see where the gaps are.
Host a Family Meeting at a neutral or retreat location. Gather those you wish to share your plans with. You are in control, and you decide how much to talk about. 
Use our Members-Only technology tool to organize all of your personal, legal, and financial information in one secure accessible place.
I'll help you identify gaps in your plans, and help you create a Plan of Action to close the gaps. I'll also help you build an advisor team if you don't have one.
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Let's Talk About Money
Yes Virginia...This is a Holiday Inn
Posted by David

According to a recent study released by the U.S. Census Bureau, more Millennials are living with their parents than in any other living arrangement, with one in three 18-34-year-olds living at home. Add to this the fact that according to The National Alliance for Caregiving, 22% of American households are providing some...Read More

Know When to Introduce Humor
Posted by David

A few years ago I hosted a family meeting in my company's office conference room that I knew was going to be quite contentious. The meeting was going to include the children of the deceased father and the step-mother and her two children. All six were inexplicably named as members...Read More

Caregiving and Family Relationships
Posted by David

The American Association for Marriage and Family Therapy states that “more than ever before, families are providing long-term care to older adults with limitations in the ability to perform tasks necessary for independent living. Nearly 25% of American households are providing care to people age 50 years and over. Families are the...Read More

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