As an estate planning professional with over two decades of experience, I’ve witnessed firsthand the difference between ordinary planning and strategic, multidisciplinary estate design. Most people approach estate planning like they’re playing checkers—simple moves, short-term thinking, and reactive decisions. At our firm, we play chess. Every move is intentional. Every piece is part of a …
Build Legacy and Lessons, Not Just Wealth When we talk about estate planning, most people think about wills, trusts, and tax strategies. But true legacy planning is about more than documents. True legacy planning is about preparing the next generation to manage what they will one day inherit. One of the most powerful (and overlooked) …
Why Allowances Belong in Every Family’s Estate Plan Read More »
A poem written by: Skip Skolnik, Founder & President Without a plan comes frustration,Families tangled in duplication.But with clear thought and firm direction,We help guide your wealth to succession. Our goal is protection, not taxation,A structured, balanced allocation.Through teamwork, trust, and dedication,We help craft a plan of perfection. Assets grow with multiplication,Shielded strongly from litigation.The …
Human history is filled with remarkable eras—periods of peace, discovery, or cultural flowering that seemed to define “golden ages.” Ancient Athens, the Italian Renaissance, the Enlightenment, and the post-war boom of the 20th century all offered moments of extraordinary progress. Yet, as dazzling as those times were, one could argue with confidence that today is …
All I want for Christmas (I’ve checked this list twice),Is Cleveland sports teams that actually play nice.I don’t mean polite—I mean wins on the board,Not heartbreak that leaves us perpetually floored. The Browns wrap their gifts in orange and brown tape,But every December it feels like escape.Quarterbacks shuffle like snow in a squall,Santa, please—just one …
All I Want For Christmas As a Cleveland Sports Fan Read More »
Libby Skolnik Budweg is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Skolnik Retirement Solutions and CoreCap Advisors are separate and unaffiliated entities.
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