Your Family’s Story

Howard Gardner, professor of education and psychology at Harvard University, writes many books on leadership and creativity. One book, Leading Minds, demonstrates how a leader

Read More »

Living Will Particulars

I’ve received several questions about living wills. Living wills are not documents that leave assets and property to your loved ones. Those are “Last Will

Read More »

What is a Testamentary Trust?

My office frequently interacts with compliance officers of major banks and brokerage firms. From time to time, we receive curious inquiries from their offices after

Read More »

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

Read More »

Tis the Season

First off, I want to wish all my readers a Merry Christmas and a Happy and Healthy New Year. 2021 certainly was chock-full of surprises.

Read More »