top of page


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


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...
4 min read


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...
4 min read


Should I Have a Trust?
Trusts are often associated with the very wealthy, who want to pass on their wealth to future heirs. However, there are many good reasons...
3 min read


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....
3 min read


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
bottom of page


