Our audience looked shell-shocked although it was only the morning of day 2. Deer in the headlights-I think I was the only one in the room smiling. How could I lighten their load? This is not a funeral nor a death sentence I thought. 6 years later, has anything really changed?
Tax and estate laws have changed and are likely to change again with little notice. Now is the time to insure one's planning documents are up to date and flexible, and to execute on the strategies to save and grow wealth today and in the future.
While we may not voice these thoughts to friends and family, when we dream of how our life could be better, many of us have a list in our heads of what we think it would take to make us truly happy. And most of us are wrong.
We know that fewer and fewer respond to facts nowadays -- even fact checkers have biases -- but the facts are that of the 311 million U.S. residents, there are over 109 million valid U.S. passports in circulation.