24 Jan 2025
0 Commentshow long to keep documents?
Question? Is there a rule of thumb on how long someone should keep their More
24 Jan 2025
0 CommentsQuestion? Is there a rule of thumb on how long someone should keep their More
14 Nov 2024
0 CommentsOne important approach to estate planning is generational gifting, More
27 Aug 2024
0 CommentsWhile I typically write about the importance of executing estate planning documents, More
2 Jun 2024
0 CommentsMy clients often fall into two categories: those who want their children and loved More
27 Feb 2024
0 CommentsA Guardianship Proceeding is a last resort mechanism for when someone is no longer More
2 Dec 2023
0 CommentsOne question I am often asked by clients is, “Am I responsible for my parents’ debts?” More
14 Sep 2023
0 CommentsWhatever the circumstances, the passing of a loved one creates a More
3 Jun 2023
0 CommentsWhile I am not a fan of labels, many use the terms “Solo Seniors” and “Solo More
14 Mar 2023
0 CommentsIt is a common misconception that only the “uber rich” need an estate plan, when in actuality, More
6 Dec 2022
0 CommentsTrusts are excellent vehicles for probate avoidance, management of assets, ease of More
3 Sep 2022
0 CommentsAll too often, I am contacted by children of an aging parent or loved one who hasn’t planned More
16 Jun 2022
0 CommentsAs someone who grew up during the introduction of electronic banking, text messaging, and More
3 Mar 2022
0 CommentsCongratulations on your retirement! You finally have time to work on your bucket list: traveling, More
24 Feb 2025
0 Commentsa warm gift is better than a cold one
Some years ago, a client of mine and I were discussing her wishes for More