Your Will or Trust Likely Won't Work ....... But We Can Fix It
For certain clients, a Trust of some kind may be essential for a variety of reasons. However, many of them fall victim to one common...
Parents with Young Kids: The #1 Problem You Overlook
Clients with minor kids typically come to me for one reason: deciding who will care for their children if they pass away; that is, naming...
What Happens to your Facebook Account When You Die?
What happens to your social media and other digital assets when you die? The link below provides some great info on the interaction of...
Estate Planning is NOT just about your Assets!
For some people, getting your Powers of Attorney in place can be MORE important than having a Will .... Click on the link below for more...
New Year's Resolution !
Great Article - Relevant last year! Relevant this year! 2018 is the year to do it! Click on the link below: https://www.forbes.com/site...
Probate Avoidance Gymnastics
I invite you to experience a common conversation I have with clients regarding their estate planning: Client: For “x” reason I want to...