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...

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...