Category: Newsletters

June

Written by Auro WM on June 7, 2019

Estate Planning: Don’t Forget Your Pet! If you are part of the 68 percent of U.S. households that own a pet[1], you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken […]

May

Written by Auro WM on May 10, 2019

Three Questions to Answer Before You Purchase Life Insurance Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy—the money that the insurance company pays out in the event of the insured’s death.

April

Written by Auro WM on April 5, 2019

The Power of Charitable Remainder Trusts Do well by doing good   A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats for wildlife to sharing the arts, […]

March

Written by Auro WM on March 11, 2019

Elite Wealth Planning What it is and why it matters Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success. With that in mind, here’s a closer look at just what elite wealth planning is—how […]

February

Written by Auro WM on February 4, 2019

What Should You Do If You Strike It Rich?  If a few million dollars—or more—fell into your lap tomorrow, what would you do?

December

Written by Auro WM on December 7, 2018

Why You Need a ‘Business Plan’ for Your Family When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families.

November

Written by Auro WM on November 14, 2018

The Value of Multigenerational Family Meetings If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how […]

October

Written by Auro WM on October 15, 2018

The Importance of Personal Umbrella Policies What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have […]

September

Written by Auro WM on September 13, 2018

A Common Sense Guide to Heart Health It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to […]

August

Written by Auro WM on August 3, 2018

Insightful Questions That Can Ramp Up Your Success Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that generate […]