A couple of years ago, a very nice couple visited with me in my office. They had moved from Wisconsin, where their attorney was also
Many individuals have charitable intent that they would like to incorporate into their estate plans, but aren’t quite sure how to accomplish that. Today I’m
Several years ago, when my mother was first diagnosed with acute myelodysplastic leukemia, the first thing that I did was search Google to learn more about the disease.
As a somewhat public figure simply by writing this column for over twenty years, I feel a responsibility to offer my opinion on Black Lives
We take for granted that the tool of a revocable living trust is available to us. We can create a legal document where we usually name ourselves
There’s a big difference between a counselor and a salesman. This became evident to me while speaking to a client who opened a self-directed IRA
In recent weeks I’ve encountered calls from clients who, unbeknownst to me, took on the responsibility of acting as a trustee for a friend’s or
When a new client first visits with me to update their estate plan, it isn’t unusual for them to say, “I just want to keep it simple.” The
Some time ago I discussed the concept of VUCA (volatile, uncertain, complex and ambiguous), and it seems to apply now more than ever. Doesn’t the world
I often begin my initial consultations with a simple question. “What do we hope to accomplish today?” I intend for that question to be more complex than who should receive
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