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    Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.

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    Mr. Jackson made a tough process easy and painless! - Kyle M.

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    "Integrity, trust - a rare item - it's here! - Ron F.

Travel Safely

Many of us will be traveling as we head into the Christmas and Hanukkah Holidays. Remember to make sure that your Passport or your “New” Driver’s License is up to date and current with you. It will be needed at the Airport to get through Security.  If we are going to be traveling by automobile,... [Read More]

Year End 2019

As we race towards December 31, 2019, the end of the Calendar Year, it is also the end of a Decade! This is the time to make sure that you have your Estate Plan up to date. The legal work for your Estate Planning maybe Income Tax Deductible and you may want the deduction for... [Read More]

What Is the Solution?

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]

Avoid Bushwacks

Avoiding bushwhacks includes avoiding probate court. I know I am repeating myself here, but this is a common area of misconception. The downsides of probate court are numerous. The attorney fees, which they often refer to as ‘administrative expenses’, can be 5-7% of the value of your probate estate. For example, if you have One... [Read More]

They are gone…

If someone has died, what do we do next? There is a comedy play called Daddy Died, Who Has the Will?, which is a chaotic comedy of everyone scrambling around, trying to find the Will and find out what daddy owned. You want to avoid that. You can have a well done estate plan prepared... [Read More]