Dan Sullivan, founder of the Strategic Coach program, says that “so long as you can [...]
A concern many of my clients have is protecting the inheritance they leave their children [...]
When choosing how to approach your estate plan, it’s important to realize that the different [...]
In a recent column I discussed the benefits of embedding continuing testamentary trusts for your [...]
Several years ago, you took out a life insurance policy on your life and named [...]
Names are important. A little boy named Wilfred today, compared to in the past, may [...]
So much of our lives are electronic and digital now, we don’t even realize it. [...]
Clients frequently ask whether one should transfer the title to their automobile into their revocable [...]
Did you know, however, that you can have the best estate planning documents ever drafted [...]
Many of my clients who live on the islands dream of leaving their beloved residence [...]
