Several years ago, you took out a life insurance policy on your life and named your spouse as the owner and primary beneficiary. Makes perfect
For those of you who have wills and trusts that contain testamentary (post-death) trusts that continue on for your loved ones, you may notice that
When I was growing up in Indianapolis, we would visit my grandparents in Clearwater every spring break. One year my parents treated us to a
“James,” a widower, sat in my office as we prepared his will together. “My sons don’t have the time or expertise to serve as my
My client, let’s call him Pascal, complained to me recently while reading over his estate planning documents. “These seem so…cold….so….’legal’…” he said slowly, searching for
Our national conversation over inequality has, to me, foundational issues that have largely gone unaddressed. The COVID-19 crisis lays bare the gaps in our nation’s
What many clients don’t realize is that they may lose their trusted financial advisor when they become disabled, although it doesn’t have to be that
