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Latest Blog Posts

Planning for Business Succession

Posted on: March 10th, 2015

Private Family Foundations

Posted on: February 5th, 2015
A logical way to involve your family in current and future charitable endeavors. ...

How to Make a Family Meeting a Successful Part of the Estate Planning Process

Posted on: January 21st, 2014

Organize Information for Your Family

Posted on: September 16th, 2013
Think for a few moments about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets and insurance documents? Would they be able to access (or even know about) online accounts or files on your computer? Would they know whom to ask if they need help?...

Providing for Your Parents in Your Estate Plan

Posted on: September 10th, 2013

Value of having a "Plan" in Estate Planning

Posted on: June 5th, 2013
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. ...
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