Divorce is a hot topic lately. As couples emerged from quarantine in China in March, divorce rates spiked – and […]
AAC
Do It Now: Name a Guardian for Your Child(ren)
We know it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing […]
What is the Difference Between Guardians and Trustees?
Should Your Child’s Guardian and Trustee Be the Same Person? If you have overheard any discussion about estate planning, you […]
Characteristics Of A Good Successor Trustee
Choosing the right successor trustee is critical. Clients often believe that a family member or friend who works in finance […]
[2/4/21 Zoom Meeting] COVID 19 Legislative Updates – Consolidated Appropriation Act 2021 (more free money)
COVID 19 Legislative Updates – Consolidated Appropriation Act 2021 (more free money) Speaker: RONALD S. MOSS, Eckhoff and Company Certified […]
Do Your Parents Have an Estate Plan?
If you find yourself in the “sandwich generation” (caring for your children and your parents simultaneously), you need to know […]
Special Considerations for Women in Insurance, Finance and Estate Planning
Sunday, March 8th is International Women’s Day, and in the US the month of March is “Women’s History Month”. I […]
Is Your Prenuptial Agreement Valid?
Cultivating meaningful professional relationships is important to me. The better my network of attorneys, finance and insurance professionals is the […]
IOLTA ACCOUNT? PLEASE READ.
Practical Legal Management: Trust Accounting 101 I will not be quoting rules and citing case law. The purpose of this […]