One of the most common questions I encounter in my practice. That question goes something [...]
“I need to amend my irrevocable trust,” John said. “You can’t amend something that’s irrevocable,” [...]
When choosing how to approach your estate plan, it’s important to realize that the different [...]
Too often an overlooked yet important element of your estate plan is your 401(k) and [...]
In many ways your estate plan intersects with a variety of disciplines. Legal and tax [...]
Robert created a trust that first distributed the first $2 million to his wife, Linda [...]
Recently I’ve fielded many calls about advanced estate planning strategies, most likely brought on since [...]
A friend of mine officiated at another friend’s wedding some time before the pandemic. I [...]
What many clients don’t realize is that they may lose their trusted financial advisor when [...]
Having just sent my youngest off to Elon University in North Carolina, I’ve been reflecting [...]
