Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
November 11, 2014
Understanding Social Security Survivor Benefits Survivors Benefits According to the Social Security Administration, a surviving spouse may be eligible...
October 24, 2014
Sharing Financial and Legal Information with Your Family Every family has its own approach when it comes to talking about financial and legal informat...
October 21, 2014
If you have children, what kind of legacy are you leaving for them? Many parents tend to think of life insurance policies, bank accounts and the inher...
October 20, 2014
What do the words “wills”, “trusts,” “estates,” and “health care directives” mean to you? Do you envision useful tools which help you protect your fam...
October 9, 2014
Are you finding retirement doesn’t keep you engaged enough? Are you considering going back to work? If so, there are some things you need to think abo...
October 7, 2014
For a family business to provide financial security for current family members and future generations, the company must have strong governance. It sta...
October 2, 2014
If you are married or in a relationship, it’s likely that one of your “to-do’s” this month is to show the “special someone” in your life just how much...
September 11, 2014
Our mortality is often very difficult for us to discuss even with the people who need to know our wishes the most. Too often I see clients who think t...
September 9, 2014
Think that student loan you took out but didn’t repay was forgotten? Think again. There is a growing trend of octagenarians having their social securi...