Blog Archive

I had an experience recently updating a client’s unique end-of-life wishes for her memorial. Reach out to me if you have specific questions.

Have you heard of a grantor retained annuity trust (GRAT)? This type of trust is an efficient way to transfer asset appreciation to beneficiaries without using, or using a minimal …

When people think about estate planning, they usually focus on who will receive their money and property when they pass away and how it will be received. However, estate planning …

Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your …

I recently heard 2 myths related to standalone retirement trusts that we would like to clarify. But first, what is a standalone retirement trust (or SRT)? It is a special …

With the increased coverage of artificial intelligence (AI) and all of the applications it can have in our everyday lives, some people may wonder whether an AI program can create …

To all healthcare workers: Thank you for all of your hard work – day in and day out (and often evenings, nights, and weekends). You tirelessly give of yourself to …

What if one of your kids wanted to sue you? No one thinks it will happen to them, but it happens more often than you might think. I can help …

Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get that estate plan …

When developing your estate plan, it is nearly impossible to address every account or property you own. There are sure to be some things you unintentionally overlook. However, by including …