The $700 Million Mistake
Why an Asset Inventory Is an Essential Part of [...]
The Unexpected Challenges of Being an Estate Executor
The Unexpected Challenges of Being an Estate Executor When someone [...]
Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential
Why Reviewing Your Trust Regularly Isn't Optional—It's Essential You've taken [...]
Gene Hackman’s Estate: A Wake-Up Call
Gene Hackman's Estate: A Wake-Up Call The recent [...]
Five Essential Steps to Protect Your Loved Ones in 2025
You know that uneasy feeling when you think [...]
Considerations with Co-Trustees
Considerations with Appointing Co-Trustees Nearly every person that is designing [...]
Estate Planning Agents Questions and Answers
Who And How Many? When it comes to Estate Planning, [...]
What Went Wrong?
Recently I received an email from a client asking me [...]
How Not To Draft Contracts
Recently, a client wanted me to look over a "right [...]