Delayed Decisions

I usually discourage procrastination, but after losing a spouse, it’s important to avoid making major decisions immediately, such as selling a home or changing financial advisors, while relying on trusted professionals to navigate necessary tasks during the emotional and difficult grieving period.

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Are Our Children Equal?

Any parent knows how different their children can be, even when raised in the same household, and while parents love their children equally, treating them equally in estate plans is not always straightforward.

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When Death Comes Knocking, Look Busy

Nearly fifteen years ago, after a frustrating day at work, I was hit by a car while biking, which reminded me of life’s unpredictability and the importance of always striving for big goals. This experience emphasizes having something to live for at any age to keep death at bay and maintain life’s purpose.

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Listen, Really Listen

I was in a client meeting not too long ago, and I asked “Brent” and “Linda” sitting across the conference room table from me a

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What You Read on the Internet

I imagine that physicians become frustrated with patients who demand certain medications believing that it’s necessary after watching a television advertisement. You can’t turn on

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Passengers in the Car

Reflect on life’s journey and legacy with Bruce Springsteen’s wisdom, and discover how estate planning can ensure your values and intentions are honored.

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