Latest Blog Posts

4 Tips for Creating an Estate Plan that Works!

Posted on: July 13th, 2017
In a study conducted by in 2015, only 56% of American households had a will or a living trust. While most of us understand the importance of having a will in place, especially in seeing to the needs of a young family, there is still an unexplained resistance to attending to legal matters to assure that family affairs are in order....

What Do We Tell the Children?

Posted on: June 20th, 2017
While communicating your wishes about the distribution of your assets with your children and heirs well in advance is the ideal way for any individual to handle this situation, we understand that it can be a difficult subject to approach....

Preparing for Loss of the Family CEO: Tools for Implementing the Family Contingency Plan

Posted on: May 17th, 2016
I've come across a couple of tools that might be helpful to clients who are interested in implementing a Family Contingency Plan that I wanted to share...

Wills vs. Trusts: A Quick & Simple Reference Guide

Posted on: May 10th, 2016
Confused about the differences between wills and trusts? If so, you’re not alone. Here’s a quick and simple reference guide...

Wills, Trusts and Intestacy: A Quick Comparison of These Estate Planning Choices

Posted on: April 25th, 2016
Most people have heard that estate planning is important and that putting a plan in place is, as Martha Stewart would say, a “good thing.” Unfortunately, many people never get around to doing anything about it either because...

Prenups: Why you need one and pitfalls to avoid!

Posted on: March 30th, 2016
The Big Bang Theory actress Kaley Cuoco is one of the highest paid actresses on television . . . After less than two years of marriage, Cuoco filed for divorce. She assumed the prenup would be valid......
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