Legacy Onward, Inc.

Case: One beautiful, sunny day, Edward, 73, sat back at his desk and assessed his life. He was living the dream—with one exception. He...

What would you do in these two situations? A) Jennifer is not living up to expectations on this project. After a second try at...

Last year, my client joined her mother and her mother’s first cousins (all in their late 50s and 60s) for dinner. After listening to the...