Rob, a well-mannered, intelligent 25-year-old beneficiary to his grandfather’s trust came to me with a [...]
Any parent of more than one child knows how different our kids are – even [...]
I’m happy to announce that my oldest daughter Gabi became engaged recently to her longtime [...]
A couple of years ago, a very nice couple visited with me in my office. [...]
Many individuals have charitable intent that they would like to incorporate into their estate plans, [...]
Several years ago, when my mother was first diagnosed with acute myelodysplastic leukemia, the first thing [...]
We take for granted that the tool of a revocable living trust is available to us. We [...]
There’s a big difference between a counselor and a salesman. This became evident to me [...]
In recent weeks I’ve encountered calls from clients who, unbeknownst to me, took on the [...]
When a new client first visits with me to update their estate plan, it isn’t unusual for them [...]
