Latest Blog Posts

A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation

Posted on: May 1st, 2017
Successful estate planning is about far more than simply passing your wealth to the next generation— it’s also about passing on your values. No matter which financial or legal structures you choose to contain and manage your assets, these instruments only preserve your wealth until it reaches the hands of your beneficiaries. What happens then? ...

Got Stuff? George Carlin Says You Need An Estate Plan!

Posted on: April 12th, 2017
George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on "stuff." We all have stuff, and we're pretty particular about our stuff....

The Value of Having a “Life Plan” in Estate Planning

Posted on: March 1st, 2017
All too often, estate planning is viewed as a transaction; just sign here, here, and here on a document: will, a living trust, and powers of attorney - then be off. But the best planning happens when an estate planning attorney can ...

The Real Life Perils of Online and Do-It-Yourself (DIY) Estate Planning

Posted on: February 1st, 2017
With the number of online and do-it-yourself (DIY) legal providers continuing to grow and advertise heavily, you may be wondering if you could do your estate planning with the help of these forms. Attorneys just charge for forms, right?...

Posted on: February 1st, 2017
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Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, too

Posted on: January 24th, 2017
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar. It’s only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons...
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