What Is Estate Planning?
For you to think that all you must do is just get a will and you’re fine is not appropriate, and it’s not estate planning.
End of life
How Do I Know If I Need a Trust?
Do you need a revocable trust you can modify or change or an irrevocable trust you cannot modify and change?
How Do I Choose an Attorney for Estate Administration?
Almost every attorney does estate administration, but I want to explain something about the way I handle estate administrations that I believe is different.
Want To Leave a Lasting Legacy? Don’t Delay Succession Planning
You want to leave your business on your terms and achieve the outcomes you desire, which is why succession planning shouldn’t be delayed. A formal exit strategy ensures your wishes are followed, whether that be family transfer, sale, employee buyout or another path.
How To Have “The Talk” with Your Children … the Other Talk
It’s tough to talk about aging and long-term care, but what’s even harder is when parents and kids don’t talk about it and then find themselves trying to handle the realities of caregiving with no roadmap.
How Much Does a Funeral Cost?
When a death occurs, it’s normal to wonder – and even worry – about the expense of memorializing a loved one, even though we are grieving. The costs of goods and services are making headlines every day recently.