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Estate Planning

10 Money Lessons From Martin Luther King’s Words

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Dr. Martin Luther King Jr. left us with a rich legacy in his shortened life. We owe a huge debt of gratitude to him. The struggle to attain racial equality through King’s civil rights movement is well known. What is … Read More

Essential Estate Planning Documents You Need During The Pandemic

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“I want to leave my children enough they can do anything, but not so much that they doย  nothing.” Warren Buffett The coronavirus outbreak has raised fears even among the ordinarily fearless. It is a health crisis of enormous proportions … Read More

13 Money Lessons From Warren Buffett’s 2020 Letter to Shareholders

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Each year I read Chairman and CEO Warren Buffett’s annual letter to Berkshire Hathaway’s shareholders upon its release. For many reasons, I do so as a shareholder, an investor, a former equity analyst, and a professor. Teaching finance to college … Read More

Estate Planning For Digital Assets In 5 Steps

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Increasingly, our lives are becoming digitized. As a result, a bigger proportion of our net worth may be in our digital assets. Yet most of us don’t prepare wills (only 44% do) and if we do, we may not fully … Read More

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