In early March 2020, my long-term client, Pei-Pei, called me with a concern about a bank loan she had personally guaranteed. Pei-Pei owns a successful and fast growing staffing company. Two years ago, she borrowed $3 million from her business bank to grow the...
During the holidays, we tend to focus more on our families and family obligations—our tendency is too often focused on fun and feel-good things and topics. Rarely do we consider doing something that is so truly important for our families – implementing a proper estate...
One of my favorite client stories of all time took place about five years ago. My client, Gretchen, was 97 years old, had a driver’s license for 75 years, and got into her very first car accident. She was driving a friend to church and ran into a parked car. The very...
