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5 Mistakes That Parents of Children with Special Needs Often Make

Parents of children with special needs are heroes. There are so many things that they instinctually know how to handle, mainly because they have been doing them for so long. And they tackle it all — the foreseen and the unforeseen, the challenges and the complicated...

What’s a Legacy Interview?

When people think of estate planning, they naturally focus on preserving and passing along their money and real property to their family. There may even be precious heirlooms, jewelry, and various keepsakes that can be treasured for generations to come. But there is...

Be mindful of the sentimental stuff in your estate planning decisions

After her mother’s death, a client told me that her father wanted to know which household furnishings and personal items she wanted. With hesitating, she said that she wanted nothing more than her mother’s guitar and her father’s first reader. He insisted that she...

Crafting an Estate Plan for a Second Marriage

After the death of a spouse or a divorce, it is common for people to marry again. This is a wonderful blessing for any family and should be celebrated. But when it comes to your estate plan, a second marriage is not without its challenges. We do not want to insinuate...

Do You Have an Asset List? Here are 10 Things to Include on It

We have talked about and written on everything and anything about estate planning over the years. And we are happy to report that many clients just like you and your family are not only listening but also putting our practical tips to good use. So here is another tip:...
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