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As an estate planning attorney with years of experience, I can tell you that more than one client has struggled with this question. Should they leave the same amount of assets equally to each child? The answer is often simple, sometimes not so much.  I found this...

As an estate planning attorney, I found it interesting to conduct research on estate planning practices in other parts of the world. Some of the following may or may not still be in practice today, but they are still interesting. How many of the following are...

Life is coming at us all pretty fast right now. I am sure you agree. This article, published by Kiplinger in early March and written by Ronald "Skip" Skolnik, is a little dated, but it contains worthwhile information for high-net-worth individuals. Let me know if you...

If you're in this spot, you're not alone. Over the years, I have found that some folks refuse to discuss their eventual, and inevitable, death with their adult children. They just don't want to think about it – period. Perhaps they become angry when the topic is...

This is an interesting article from Forbes published earlier in the year (January 16, 2025) and written by Cody Barbo about estate planning and strategies for the coming year. "The dust has settled on the recent presidential election, but its ripple effects are...

I'm not going to say estate planning is a numbers game; of course, it isn't, but it does involve many numbers, such as the value of your assets. But for a different view, I thought it would be interesting to gather some data related to estate planning that may be new...

My estate planning clients enjoy a complimentary plan review with me every three years. I offer this to help my clients maintain a plan, including their will, that is up to date. The following is a short article from AARP, written by Lynnette Khalfani-Cox and...

Most people know the primary benefits of estate planning. Having a will ensures your loved ones have the information they need if you pass away. Having a trust offers the advantage of avoiding probate. However, there are other benefits of establishing an estate plan...

As promised, here is Part Two of the article about disinheriting someone from your will.  The following details six possible reasons you would want to disinherit a family member. Read on ....   "Six reasons to disinherit a family member:   1. Divorce...