“James,” a widower, sat in my office as we prepared his will together. “My sons [...]
What many clients don’t realize is that they may lose their trusted financial advisor when [...]
My favorite definition of love is ‘giving someone the power to destroy us and trusting [...]
So much of our lives are electronic and digital now, we don’t even realize it. [...]
When you have a revocable living trust, you typically serve as your own trustee. Upon [...]
An adult child of a client who recently passed away contacted me to discuss what [...]
