Not to disparage bank employees, but many of my clients have been told by tellers, managers and other bankers to designate their accounts as “Pay
In Frank Capra’s 1946 film, It’s a Wonderful Life, an angel named Clarence appears to George Bailey, who is about to jump off a bridge
What’s the difference between Living Wills and Health Care Surrogates? The living will, you may recall, is the document detailing your end-of-life instructions after your
A client came to me concerned about her spouse. His memory was failing and if he survived her, then he might not have the capacity
Dan Sullivan, founder of the Strategic Coach program, says that “so long as you can write a check to solve a problem, it’s not a
A concern many of my clients have is protecting the inheritance they leave their children from divorce. Today I’ll outline the issues that a good
In a recent column I discussed the benefits of embedding continuing testamentary trusts for your children and grandchildren into your revocable living trust. After your
Several years ago, you took out a life insurance policy on your life and named your spouse as the owner and primary beneficiary. Makes perfect
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