The most common question I’ve heard from clients after the Election is, “What will the new Taxes be?” Joe Biden’s proposed Tax Bill, a 3 Trillion Dollar Tax Increase, is the largest ever proposed. He had said repeatedly while campaigning that Taxes would go up if he were elected.  So what does this mean to... [Read More]

It’s true, COVID has become the Mother of Invention or, in our case, modification.  Your health and safety, the clients and their trusted advisers, has always been Priority #1 but we’ve had to make some adjustments to our process to accommodate additional safety due to COVID19.  Now I am meeting with clients in their home... [Read More]

During this unprecedented time in history, I am available to help you with you, your loved ones or your client’s Estate Planning Needs. Like many,  I am working remotely, but am available by telephone, video conferencing & in some limited cases distanced in person meetings.  I can still help on the Legal side of dealing... [Read More]

UNEXPECTED HIT Just a few weeks ago we were looking forward to the warm days of Spring.  New Trees & Flowers would blossom. For many, like me, Spring is their favorite Season.  It means New Life with a fresh green on the trees & flowers coming up from the gray ground to remind us of... [Read More]

What I see in the Trust of Will I review many Estate Plans and  related asset ownership. Whether it is the client’s Plan & Assets or those of their loved ones- mom, dad, grand parent or sibling.  What I find is that many,  most of the time, the existing written Legal Estate Plan done by... [Read More]

You already know you want to protect yourself and your loved ones when you become mentally disabled or pass on. The confusing part is not knowing how to keep you and your estate out of a long drawn out court process. That is where we come in. We help people just like you create a... [Read More]

There are really three questions to ask yourself as you think about estate planning. Those questions are as follows: Number one, ‘What are the most important things in your life?’ Number two, ‘What are the most important relationships in your life?’ Number three, ‘What legacy will you leave?’ You can leave a lasting, very impactful... [Read More]

What is the solution? In estate planning, it is easy for things to go poorly if the estate planning is not done well. In our unique process, The Customized Protective Estate Planning Solution™, we have a regular process that we go through which gives us a much better chance of doing a good estate plan... [Read More]