14 Sep 2023
0 Commentsfirst steps
Whatever the circumstances, the passing of a loved one creates a 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
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 Comments
A 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
2 Dec 2023
0 Commentsdebts & death: who’s responsible
One question I am often asked by clients is, “Am I responsible for my parents’ debts?” More