A well-crafted estate plan can potentially allow you to pass on your assets as you see fit, and minimize the state and federal tax bite that often accompanies the transfer of significant wealth.

If it’s up to date, that is. Far too many estate plans today are several years old—and therefore may not reflect important changes in tax laws and other developments. The result: These plans could be outdated, and no longer positioned to deliver the expected outcomes.

In this Whistle Stop Report Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business  a former CIA operative reveals some of his best spy strategies that regular people like us can use every day to safeguard two things that are most precious to us: our lives and the lives of our loved ones.

We think you’ll be surprised by some of the tactics he recommends,

Even the wealthiest among us have fears and concerns that can keep them up at night. What’s more, they often share many of the same worries the rest of us have.

But there is one big difference: The extremely affluent tend to take some highly effective action steps to address those worries and, quite often, overcome them.

In this Whistle Stop Report, The Super Rich’s Three Big Fears—and How They Work to Overcome Them,

If you’re part of the roughly 85 million American families who own a pet, you might want to make sure they’ll be okay if you pass away unexpectedly. One smart way to do that: Include your furry family members in your estate plan. Otherwise, they may end up in a shelter—or worse.

In this Whistle Stop Report, Estate Planning: Don’t Forget Your Pet!, you’ll learn how to identify a caregiver for your pet and how to put a formal plan in place that can help ensure your dog,

Some of the wealthiest investors, entrepreneurs and families appear to be extremely skilled at playing the long game. That means they have a concrete vision of their ideal future years (or even decades) from now and they take specific, carefully considered action steps at every stage in an effort to maximize their ability to make that vision a reality. This approach may be one of the things that differentiate more successful investors from most of their far-less-successful peers.

Certainly, none of us ever wants to face a medical crisis. However, it’s quite likely that you or a loved one will someday receive a serious health diagnosis. And when that happens, it’s important to know what to do.

This Whistle Stop Report, What to Do When the Doctor Has Bad News, spells out how to get a handle on the best steps to take to smooth out the treatment process,

It’s safe to say that just about all of us wants to enjoy a great quality of life and be happy. That’s why I’m pleased to deliver this Whistle Stop Report, It’s Time to Get Serious About Your Happiness. It provides a practical three-step process that can help most anyone can use to become happier—something we can all use these days.

Click Here for our full report It’s Time to Get Serious About Your Happiness

As a successful person, you know the important role negotiations can play in your business, your job or your everyday life. That’s why I’m happy to bring you this Whistle Stop Report, Savvy Negotiating: To Get the Moon, Ask for the Stars. It sets out a commonsense approach to negotiating that can help you get the results you want and, perhaps just as important, leave everyone feeling good about the outcome.

Most investors are well-aware of how important it is to grow and protect wealth so they can use it to achieve their goals—and make a big impact in their lives, the lives of those they care about most, and their communities. But are they really taking the optimal steps to make all that happen?

In this Whistle Stop Report, Four Ways the Super Rich Manage Their Wealth,

We are happy to bring you this Whistle Stop Report, Five Big Mistakes Executors Make—and How to Avoid Them. We all know that being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. But it’s also a major responsibility that can quickly become a burden if you are not set up to do your job properly.

Should you ever have to carry out the duties of an executor,