Your Divorce Is Complete. Now What About Your Estate Plan?
Most people don't plan to get divorced. Unfortunately, it’s a process that many find themselves having to go through, sometimes [...]
Avoiding the Dreaded “Trust Fund Baby”
No one wants to create a monster. We often hear from clients worried that the trust fund they set up [...]
The Financial Advisor’s Estate Planning Desk Reference
One of my longest running aspirations has been to write a book, and I have finally done it: The Financial [...]
Estate Planning for College Students. And Their Parents Too.
Congratulations are in order for all of you parents of college students, who raised a child from a seedling to [...]
Don’t Fear the Reaper. Create an Estate Plan!
What are the things people dread the most? Paying taxes (of course, no one likes to see their money disappear) [...]