Sign up for our newsletter


By Steven Joshua Samuel JD, MBA, AIF® The Economist magazine recently published a story that summarizes some of the issues that all of us have to address to age in place well, meaning, live where and how we prefer to live: “In 1965, ANDRÉ-FRANÇOIS RAFFRAY, a 47-year-old lawyer in southern France, made the deal of […]

Five Planning Considerations for Blended Families

The recent death of my teenage heartthrob David Cassidy got me thinking about Friday nights in the 1970’s when The Brady Bunch and The Partridge Family were must-see-TV.  The Brady Bunch were and may still be TV’s most famous blended family.  Mike and Carol Brady met, fell in love, married, and combined their individual families […]