Category Archives: Goals & Responsibilities

What Our Adult Children Need to Know
What Your Adult Children Need to Know About Your Estate Plan

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Making Relationships Work
Making Relationships Work

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During Your Incapacity
Who Does What During Your Incapacity?

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Protection During Incapacity
Protection During Your Incapacity

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Addressing Blended Families
Blended Families

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Maintaining Drive & Ambition
Maintaining Beneficiary Drive & Ambition

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Protection for Your Beneficiaries
Protection for Your Beneficiaries

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Who Makes Decisions for You
Who Makes Decisions for You?

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Black Sheep
What to Do with the Black Sheep Beneficiary

Most families have black sheep. You know what I’m talking about. There might be three siblings, but [...]

Revealing Vulnerabilities Necessary to Create Appropriate Estate Plan
Revealing Vulnerabilities Necessary to Create Appropriate Estate Plan

I often begin my initial consultations with a simple question. “What do we hope to accomplish today?” I intend [...]