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...

Ask anyone on the street, and they’ll agree – it’s important to have a plan. Who’s getting my “stuff” and when? Who will care for my...

When people ask me, “Ross, what’s one quick, easy, and cheap thing I can do to help my family when I pass away?” I respond, “Make sure...

Having a blended family comes with some challenges, one of which is ensuring a surviving spouse has enough to live on while also...