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Special Report: MUST READ AND ACT Before 12/31 If You Have Crypto Assets!

If you or your family members hold crypto assets, there’s a critical change coming up that you may want to ...

Year-End Options for Giving to Charity

The desire to make a difference doesn’t end when we’re gone. For many people, incorporating charitable giving into their estate ...

Common Estate Planning Questions Part 2 of 2

When it comes to planning for your family’s future, the options can feel overwhelming. Should you get a will? Create ...

Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets

When it comes to estate planning, I get many questions about many topics. One of the most common questions I ...

Lessons from Tony Bennett’s Estate Battle

When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, ...

Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning

As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, ...

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