Just recently, I helped a young client create an estate plan. When he first called, he told me, "I'm young and don't have too many...

A trust is a very important estate planning document for many reasons, which I’ve covered in prior blog articles. But the best trust...

Losing a loved one is never easy. Unfortunately, for many of my clients, the pain doesn’t end there. The last thing you want to do after...

So you’re happily remarried, and you can’t imagine life being any better. You get along well with your step-children (or maybe you...

According to a recent U.S. Census Bureau brief, over 4 million children in the United States had a disability in 2019, defined as...

Recently, I met with a new client (we’ll call her Susan) who’s mother had recently passed away. Susan needed help with her mom’s estate....

Have you ever asked yourself, “Why do I procrastinate?” You know you should do something, and you keep telling yourself you will, but you...

Recently, I met with clients who’d entered into a sales contract to buy a new home. They were so excited about the layout, location and...

Very regularly, I get calls from the children of elderly parents who says something like: “I need to help my mom pay her bills, but the...

Recently, I met with a family needing to qualify a sick loved one (“Mom") for Medicaid so she could receive long-term care assistance....

“Nothing in life is free!!!!” My dad used to say that when I was a kid; I can still hear it. And for the most part, I think he was...

Small business owners are a different breed. They’re independent, hardworking, creative, resilient, and even a bit stubborn (in a good...

Mistake #1: Doing nothing because you think planning for death means you’ll die sooner. Truth/Solution: Everyone dies, but some have...

Disclaimer: This is a HEAVY (but IMPORTANT) topic. Terri Schiavo.... just saying her name evokes strong feelings for those of us who...

Everyone likes to save a “buck” right?!? I mean, who wants to pay someone else to do something you can figure out on your own? I don’t...

Almost every time I meet with clients to review an existing estate plan, there’s at least one investment account, bank account, or life...

Recently, I met with a kind gentleman (let’s call him Joe) doing his best to honor the dying wishes of his brother (let’s call him Bob). ...

Congratulations, you have a Last Will and Testament! You’re feeling pretty good about yourself aren’t you? I mean, after all, you’re...

You may know a family with children who have special needs. Maybe it’s your own family. If so, you certainly have an appreciation for...

Ok, tell the truth... what would you have done with a pile of money at the age of eighteen? I probably would have made a "bee-line" to...