Beyond Borders: Mastering Estate Planning in a Globalized World
Estate planning used to be simple. A client lived in one place, worked in one place, and held most of their assets in that same location. Today, families are spread …
A Promise Isn’t a Plan
When your spouse says you’ll be taken care of… make sure you both mean the same thing. Too many families discover the truth when it’s already too late. If you’re …
Celebrity Estate Battles: What They Teach Us About Protecting Your Own Legacy
Even the richest and most admired celebrities face one universal truth. Without a clear and well communicated estate plan, families fight. And not just a little. We are talking about …
What Happens When You Die Without a Will? Understanding Intestacy Laws
Most people know that having an estate plan is important. But many still delay taking action simply because they do not fully understand what happens if you pass away without …
This Gift Meant More Than He Expected
One of my clients reached out recently after finally getting his bucket list watch. He told me he just wanted to make sure that if anything ever happened to him, …
Leaving a Legacy: Estate Planning in Retirement
Estate planning later in life comes with unique questions and choices. Although creating or updating your estate planning may seem like a daunting task, a proper estate plan can help …
What Diane Keaton’s $5M Trust for Her Dog Teaches Us About Estate Planning for Pets
When news broke that Diane Keaton may have left a five million dollar trust for her golden retriever, Reggie, people reacted with everything from shock to curiosity to admiration. Whether …
You’re Never “too young” For an Estate Plan
A client in his 30s learned that the hard way after a sudden hospital stay left his parents without the authority to help. Planning ahead protects the people who love …
A Royal Secret in a Canadian Bank Vault? The Florentine Diamond Finally Speaks
For more than a century, the Florentine Diamond lived in the fog of legend. Historians argued about its fate, novelists used its disappearance as plot fuel, and gem collectors whispered …
Aging with Grace, Planning with Purpose
At 85, Roger Rosenblatt continues to share his signature mix of humor, humility, and heart in his new reflections on aging. His latest work reminds us that growing older is …
