3 Jun 2023
0 Commentsplanning for solo seniors
While I am not a fan of labels, many use the terms “Solo Seniors” and “Solo 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
23 Feb 2022
1 CommentAs executor for an estate, the job of fulfilling a loved one’s wishes, may seem opaque at best. But if you understand the purpose behind the work, it will go a long wayMore
29 Nov 2021
0 CommentsSecond marriages can feel like a fresh start. But when it comes to estate planning, balancing loyalty to your existing family More
30 Aug 2021
0 CommentsA divorce almost always comes with emotional, personal and financial complications. And, divorcing later in life adds a level More
21 Jul 2021
0 CommentsYour favorite aunt has decided to leave her vacation condo to you in her will. While you are saddened by the thought of someday losing her, More
10 Jun 2021
0 CommentsAs if the parents of children with disabilities didn’t have enough stress and worries to confront on a daily basis, the COVID 19 pandemic has pushedMore
2 May 2021
0 Comments“If I have a Will, I avoid Probate, right?” This is a question I hear all too often and, unfortunately, the answer is more complicated then yes or no. More
28 Apr 2021
0 CommentsWhile it may be okay to hide your savings under the mattress, doing the same with your Will could have disastrous results. What happens if at the time of your death your Will cannot be found? More
14 Sep 2023
0 Commentsfirst steps
Whatever the circumstances, the passing of a loved one creates a More