Follow the Money – Create a Treasure MapFebruary 26, 2019Estate Plan, Family, Finances, History, Trusts, UncategorizedYou know how “X marks the spot” on a treasure map – so that the treasure can be found? Well, you need to have your own treasure map to your…Read More
How to Discuss Estate Planning With Aging (or Sick) Loved Ones – Part 1December 23, 2016UncategorizedIt is important to discuss estate planning, especially in certain circumstances. Someone you love is aging, or maybe, facing a potentially terminal illness and you know it’s time for them…Read More
Don’t Leave a Mess!December 8, 2015UncategorizedI was purging files in my office the other day and I kept thinking how much more there was to do. But, I did say to myself “don’t leave a mess!”…Read More