I wrote a newsletter on the perils of do it yourself (DIY) estate planning. I have seen quite a few […]

Many people who inherit wealth or small businesses are at significant risk for essentially squandering the wealth. An Ohio University […]

A will or trust contest can wreak havoc on families. The conflict can result in possibly irreparable resentment and loss […]

As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel […]

Personalization is the key to an effective estate plan. The best estate plan is one that reflects your goals and […]

As we are home with our families, tensions can run high with the demands of work, family, and household. Every […]

Everyone today is afraid of COVID-19. What can you do to help your clients? You can send them a note […]

Financial Advisors: Real estate is often a substantial element of your client’s portfolio – one you are not managing or […]

In California, estate planning revolves heavily around avoiding reassessment and planning for a step up in basis to avoid capital […]

Assisted Reproductive Technologies Over a million babies have been born in the United States thanks to assisted reproductive technologies (ART). […]