Summer vacation is over, the kids are back in school, the holidays are not quite here - this is a great time to review or move forward with your estate planning. Reviewing all aspects of your estate plan regularly, including…
When helping people create an estate plan, one of the many difficult conversations we have centers around disinheriting a loved one – whether a child, other family member or even a spouse. We know this is a tough conversation. We…
adulting [ad-ult-ing] noun. The practice of behaving in a way characteristic of a responsible adult, especially the accomplishment of mundane but necessary tasks. I borrowed this idea, including the title and definition, from my friend Cathy Perry, who is a…
Anyone who has met with me will recognize this analogy. In many ways I view an estate plan as a treasure chest. Importantly, it’s only useful if your treasure is in it. In estate planning lingo, we refer to this…