Finding My Legacy
When I went to law school, I knew that I wanted to become a tax lawyer. So I took all the tax courses [...]
Share Your Digital Assets
Thirty years ago, when a loved one passed away, you could typically find one box that contained all their financial, legal and personal [...]
Estate Planning: “We’ll get around to it someday…”
I was honored to meet Bill Moller as I talked with him about Estate Planning over the 4th of July weekend a few [...]
Estate Planning Goals – What Really Matters
Many people are being lulled into complacency thinking they don’t have to update or do estate planning because exemptions are so high that [...]
Helping Aging Parents
Sometimes, our parents stand in the way of helping themselves. We ask about their estate plans, health care concerns, continuing care issues and [...]
Why Maintenance Programs Make Sense
As we have seen in the past several years, especially in Congress, the only thing we can be sure of is that things [...]
What matters to clients
Over the past several years as we have been maturing in the estate and exit planning practice, we are noticing a definite trend [...]
Planning for Legacy in Your Business
One would think that people who are successful in their businesses would be equally successful in protecting their wealth for future generations. However, [...]