My Blogs

Yes, the situation is real! Estate planning is tough! When doing estate planning you must face your mortality. We all know we can depend on two things, death and taxes; but, no one likes to think of either one. WHAT ...

Estate planning is not only about getting forgetful or dying old, it is about planning while you are young and healthy for life and death, protecting your dignity, preserving your assets, and protecting your loved ones, especially your young children. ...

I received this call a while ago and am happy to report, all is well with the client and her family. Her estate planning is completely signed, the trust is funded, and her wishes fully documented. What a relief for ...

I have received so many calls on this question. The answer is no, a will is never enough.  No, a will does not protect your loved ones. With a will, your loved ones still have to hire an attorney, and wait for probate ...

In our last celebrity blog we discussed how choosing the right trustee is important. Specifically, we talked about Jimmy Buffet’s financial advisor and his wife as co-trustees, and the fighting that could have been prevented. That was between a wife ...

Celebrities teach us many lessons; some teach us what to do and some not. Jimmy Buffett, Tony Bennett, Gene Hackman, and Hulk Hogan teach us in this blog. Let’s take a closer look at these celebrity lessons so we don’t ...