A Successful Partner Had Nearly $4 Million Invested…
But “Enough” Kept Moving A 54-year-old law firm partner had approximately $3.7 million invested. Every time his wealth increased, so…
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A 64-Year-Old Partner Could Afford to Retire…
But His Exit Wasn’t Ready A 64-year-old equity partner had accumulated enough wealth to retire. Financially, he could stop working.…
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A 70-Year-Old Attorney Had Stepped Back…
But His Financial Life Still Depended Too Much on Him A 70-year-old attorney had substantially reduced his practice and considered…
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A 67-Year-Old Partner Kept Saying “Maybe One More Year”
Until We Tested What Staying Was Worth A 67-year-old law firm partner was financially secure but continued postponing retirement. “Maybe…
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A Senior Partner Thought Retirement Was One Decision…
It Was Really Several A 59-year-old senior partner with approximately $8 million invested expected to retire within several years. He…
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A Partner Had Built $5.8 Million…
But Still Didn’t Know If He Could Step Back A 57-year-old law firm partner had approximately $5.8 million in investable…
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An Unexpected Passing of a Spouse: What is a Widow to Do?
Client Situation: Bethany Scott was living a wonderful life married to her college sweetheart Andrew Scott, who unexpectedly passed away…
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Estate Planning and Transitioning Family Assets
Client Situation: Mike and his second wife Barbara got married in 2010. Mike has four children from a previous marriage…
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Divorce: Navigating a New Normal
Client Situation: Jane is a 48-year-old stay-at-home mother of three daughters who has been married to Ben, a real estate…
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