Personalization is the Key to a Successful Estate Plan
Every month I think I will write about a legal topic – and then I sit down with a new […]
How to Help Your Clients Avoid a Will Contest
I wrote a newsletter regarding avoiding a will contest. Clients often think that a change to their estate plan is […]
How to Protect Your Estate Plan From Unhappy Relatives
Having an updated estate plan is more important than ever. However, documents that are poorly created or not frequently updated […]
Why You Should Not Let Your Clients DIY Their Estate Plan
I wrote a newsletter on the perils of do it yourself (DIY) estate planning. I have seen quite a few […]
Will Your Beneficiaries Be Among the 33% Who Will Lose Their Inheritance Within Three Years?
Many people who inherit wealth or small businesses are at significant risk for essentially squandering the wealth. An Ohio University […]
Planning With an Aim Towards Building Unity
A will or trust contest can wreak havoc on families. The conflict can result in possibly irreparable resentment and loss […]
Preparing for Coronavirus: The #1 Legal Document Every Adult Needs
As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel […]
What Does Baseball Have to Do With Estate Planning?
Personalization is the key to an effective estate plan. The best estate plan is one that reflects your goals and […]
Be Calmly Strategic, Not Reactive
We have a social, economic and above all public health situation unlike any most of us have ever experienced given […]
5 Things to Consider Now
As we are home with our families, tensions can run high with the demands of work, family, and household. Every […]