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While this article was intended for the financial advisor audience, it contains some interesting data I found interesting. I hope you agree.   Authored by Ken Cella, he writes "For financial advisors, this holiday season should mean more than time spent with family,...

The following is an article, "Recent Widows Need Financial Guidance After a Spouse's Death", published online 11/22/2021 @ CNBC and authored by contributor Stacy Francis. Ms. Francis provides some good information, illustrating the importance of having trusted...

Times have changed, haven't they? Forty years ago, maybe about the time you were born, this article would not have been written because … online passwords didn't exist! Eileen Brown, writing for ZDNet, makes some excellent points about today's millennials'...

This article from TechCrunch 11/22/21 by Renee Fry is a great read if you own a business. Read on for why it makes a difference when it comes to estate planning. And honestly, I couldn't agree more with her! When you're wearing multiple hats while managing your...

In case you're not already familiar, the probate system is a U.S. legal process that determines the validity of a will. Once this validity is established, the court will approve the distribution of property to beneficiaries. Probate is important because it provides...

According to a recent article (11/17/21) by Michael Gilfix, published in the Los Altos Town Crier one should use caution when selecting your successor trustee. This article offers some valuable tips… read on.    Jean had an estate valued at approximately $2 million....

I ran across this article last month about the role of an executor. If you are one, or think you may be asked to be at some point, it is worthwhile reading.    This came from Kiplinger, 10/29/21, written by Sandra Block. She wrote … At some point in your life, there’s...

There was considerable news coverage recently of those named in the “Pandora Papers” such as former or current heads of state, celebrities, super-rich oligarchs, and others seeking to protect their assets and shield income from being taxed. But here is the question …...

One of the most frequent estate planning questions I am asked comes from parents who are expecting a baby in a few months. The question is: "Should we do an estate plan now or after the baby is born?" It is an excellent question, and the answer involves estate...