The Secure Act and What It Means for You
In my home, New Year’s Day is a day of Rose Parade floats, football, chips and dip, ham with scallopedRead More
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Do we need to fear the new decade?
It’s hard to believe we are on the cusp of a new decade. Most can still vividly remember the turnRead More
The Questions of Estate Planning, Part 2
People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to learn more.Read More
The Questions of Estate Planning, Part I: Who
People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn more.Read More
Free Year of DocuBank for Clients
As I mentioned in my Blog post this past February, you can’t predict emergencies, but you can be prepared forRead More
HCPOA: better to have and not need, than need and not have.
In my last Blog Post I discussed the absolute necessity for appropriate Health Care documents, including a Health Care PowerRead More
Do I need a Healthcare Power of Attorney?
We all have our own personal nightmares. Scenarios that conjure up dread, that keep up us at night, or troubleRead More
2019 estate planning resolutions in June?
It’s Never Too Late To Take Action I’m posting a link to this January 8, 2019 article (below) because it’sRead More
It’s never too early to protect your family, but it can often be too late.
Best known for starring on Beverly Hills 90210, television star Luke Perry passed away three months ago at the ageRead More
New Tax Proposals
There are two new tax proposals being floated. One is an income tax proposal and the other is a wealth tax proposal. Read on to learn more about these proposals and whether they might impact you or your clients. Read More
This is why you hire a professional
Saw a great Facebook post, and I just had to share it! During the 18 years I was involved inRead More
A DIY Vasectomy?!?
I remember being horrified a number of years ago by an online article advocating a DIY vasectomy. The article seemsRead More