4 minWhat Surviving Spouses Need to Do ImmediatelyJust 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...
4 minEstate Planning Review for 2019Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...
3 minCan 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....
2 minHere’s a Happy Way to Start the New Year – A Gift of Estate PlanningIf 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...