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A Digital World

A Digital World

So much of our lives are electronic and digital now, we don’t even realize it. Yet this electronic age also creates problems. When one of my clients gets sick and their children need to take over as their durable power of attorney or as trustee of their trust, often it is difficult to access bank and brokerage accounts unless the children know the usernames and passwords to those accounts.

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The Importance of Communication

The Importance of Communication

While communication with your team of legal, tax and financial professionals is important to put a proper estate plan in place, the project isn’t complete without informing your loved ones.

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Creating Education Trusts

Creating Education Trusts

Over the years clients have asked me how to provide for educational gifts within their estate plan, specifically with trust planning. While a variety of

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Asset Alignment

Asset Alignment

Did you know, however, that you can have the best estate planning documents ever drafted by the best attorney who ever practiced and yet your estate plan might fail?

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Does Your Dog Bite?

Does Your Dog Bite?

One of my all-time favorite movie scenes is from The Pink Panther Strikes Again where Inspector Jacques Clouseau (played by legendary actor Peter Sellers) inquires of the innkeeper, “Does your dog bite?”

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The Vultures

The Vultures

Those ugly turkey vultures are quite ubiquitous throughout Southwest Florida. You see packs of them on the side of the roads picking at road kill. I suppose that they serve a useful purpose, disposing of the carcasses of various dead creatures big and small.

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