Most people don’t look forward to estate planning. Instead, they want to make the right... [Read more...]
Planning for the “Silver Tsunami”
As the population over the age of 65 continues to grow, unique problems arise. For... [Read more...]
Let Your Voice Be Heard
No matter when or where....Let Your Voice Be Heard. In early February 1990 George H.... [Read more...]
What Could Go Wrong With DIY Estate Planning?
Do-it-yourself (DIY) estate planning sounds like everything you’ve been looking for. You want to create... [Read more...]
Lessons from Patagonia
Estate planning often encompasses, at least in part, business succession planning. Many individuals own family... [Read more...]
Open Communication Avoids Disputes
Few people like surprises so to avoid them have open communication to avoid disputes. In... [Read more...]
Why Do So Many People Use Living Trusts?
The most commonly utilized estate planning device other than a last will is the revocable... [Read more...]
The Inflation Reduction Act
President Biden scored a win on some issues, but a loss on others when he... [Read more...]
Could Your Hospital Kill You?
Could your hospital kill you by deciding that you are too sick and should have... [Read more...]
Unmarried Partners
There are currently about 17 million people living with unmarried partners in the U.S. This... [Read more...]
What’s Estate Planning Got to do with Interest Rates – Part II
As interest rates continue to climb, Estate Planning practitioners look to different planning techniques to... [Read more...]
You May Be Worth More Than You Think
In the 1997 book, “the Millionaire Next Door” the authors examined the typical millionaire in... [Read more...]