
On George Floyd and Black Lives Matter
As a somewhat public figure simply by writing this column for over twenty years, I feel a responsibility to offer my opinion on Black Lives
As a somewhat public figure simply by writing this column for over twenty years, I feel a responsibility to offer my opinion on Black Lives
We take for granted that the tool of a revocable living trust is available to us. We can create a legal document where we usually name ourselves
There’s a big difference between a counselor and a salesman. This became evident to me while speaking to a client who opened a self-directed IRA
In recent weeks I’ve encountered calls from clients who, unbeknownst to me, took on the responsibility of acting as a trustee for a friend’s or
When a new client first visits with me to update their estate plan, it isn’t unusual for them to say, “I just want to keep it simple.” The
Some time ago I discussed the concept of VUCA (volatile, uncertain, complex and ambiguous), and it seems to apply now more than ever. Doesn’t the world
I often begin my initial consultations with a simple question. “What do we hope to accomplish today?” I intend for that question to be more complex than who should receive
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