16 Jan Estate Planning Our Top 10 Most Common Estate Planning Questions: Part 1 January 16, 2025 Posted by client Regarding estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership a... Continue reading
08 Jan Estate Planning Estate Planning in Times of Change: Part 2 January 8, 2025 Posted by client In Part 1 of this series, we explored general estate planning considerations in today's changing landscape, especially those related to... Continue reading
02 Jan Estate Planning Estate Planning in Times of Change: Part 1 January 2, 2025 Posted by client With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you've been waiting f... Continue reading
23 Dec Estate Planning Lessons from Tony Bennett’s Estate Battle December 23, 2024 Posted by client When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a fami... Continue reading
20 Dec Estate Planning How To Create a Lasting Family Legacy This Holiday Season December 20, 2024 Posted by client The holidays, a time for family, reflection, and gratitude, present a unique opportunity to build a meaningful and lasting family legac... Continue reading
11 Dec Estate Planning How the Holidays Can Inspire Your Family Legacy Planning December 11, 2024 Posted by client As the holidays approach, many families are busy planning menus, coordinating travel, hitting those holiday bucket list activities, bak... Continue reading
05 Dec Estate Planning The Hidden Truth About Settling a Loved One’s Estate December 5, 2024 Posted by client When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. Howev... Continue reading
01 Dec Estate Planning Honoring Service: Essential Estate Planning Tips for Veterans and Their Families December 1, 2024 Posted by client Every day, we honor the brave individuals who have served our nation with dedication and resilience. Your service was a testament to yo... Continue reading
19 Nov Estate Planning Shining a Light on Shelley Duvall’s Death and Estate Plan November 19, 2024 Posted by client Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legac... Continue reading
08 Nov Estate Planning Debunking 4 Common Estate Planning Myths November 8, 2024 Posted by client You might think estate planning is only for the wealthy or too complicated and expensive. These are just a few myths surrounding estate... Continue reading