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As we enter the New Year many of you may have goals that involve better organizing your financial affairs. As part of that, as an estate planning attorney, it is my hope that you are planning to review your will and trust documents to determine if updates are needed...

Estate planning is more than just wills, healthcare power of attorney and other documents. This brief article about gifting, and how it relates to estate planning, might be helpful to you.  As an estate planning attorney I am always ready to assist my clients in this...

While the intended audience of this article found online at Kiplinger is somewhat narrow, millionaire retirees, it has some interesting nuggets of information if you are in that group. Read on for what Mr. Beach has to say.   The current version of the Build Back...

What's not to love about a step-by-step outline to accomplish something that to some, seems like an overwhelming task?  If making a will is on your 2022 to-do list, read on for how it can be broken down into 11, relatively easy steps.  And know that I'm here to assist...

What's not to love about a step-by-step outline to accomplish something that to some, seems like an overwhelming task?  If making a will is on your 2022 to-do list, read on for how it can be broken down into 11, relatively easy steps.  And know that I'm here to assist...

Coming into money can be a wonderful thing but often means you've lost someone near and dear to you. I thought this article (The First 3 Money Moves to Make if You're About to Get an Inheritance) was a great guide for what to do if you've just found out you'll be...

If you are retired or getting near to that point, here is some good advice for your New Year's Resolutions. Of course, as an estate planning attorney, I agree with goal #4 and encourage you to review, or create, your estate plan if you don't have one, in 2022.    Here...

I just ran across the article online and think it is a great idea for many folks and just in time for the New Year.  Read on!  When we think of starting a new year, we often associate that change with resolutions. Many people choose the New Year as an opportunity to...

This article, "Holidays an Opportunity to Discuss Your Estate Plan", written by John Grobe and featured in FEDWeek, 12/6/21, was intended for a federal employee audience however, much of it rings true for everyone. I've taken the liberty of editing the...