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Updating Your Estate Plan After a Divorce
Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
3 min read


How to Talk to Your Parents About Estate Planning
Fox 5 NY says in the article “Why estate planning is important regardless of your age or wealth” that this is great time to begin talking...
2 min read


Top 3 Reasons for Business Succession Planning
The San Antonio Business Journal’s recent article, “Plan your exit even if you never plan to leave your business,” explains that many...
2 min read


Why Do I Need an Estate Plan?
Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject)....
3 min read


What Surviving Spouses Need to Do Immediately
Just last week, I spoke with a client whose trust based estate plan I’d prepared ten years ago. His wife had recently passed away. The...
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Estate Planning Review for 2019
Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...
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Can I Disinherit a Family Member?
This is never a decision to be made lightly, but we do live in a world where families aren’t always as perfect as their holiday cards....
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Here’s a Happy Way to Start the New Year – A Gift of Estate Planning
If you think of estate planning as a gift to your loved ones, and not an obligation, then you will understand why the start of a new year...
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Proper Estate Planning Can Prevent Family Fights
If you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by...
3 min read


Six Common Estate Planning Mistakes That You Can Avoid
The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six...
3 min read


Preparing for the Inevitable: End of Life Decisions
My Dad broke his hip two weeks ago. After he was admitted to the hospital, I had the difficult but important conversation with his...
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Using Life Insurance in Estate Planning
I’m a huge believer in life insurance. For me personally, being properly insured is a top priority, and I suggest the same to many of my...
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Keep Documents Safe but Reachable
Documents created in an estate plan such as a living will, durable power of attorney and others all need to be kept in a safe place....
2 min read
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