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December 1, 2023

No estate plan? You are not alone.

You may be surprised to learn that 60% of all American adults have no estate plan in place.  The distribution of your…

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November 1, 2023

Common Probate Myths

There are commonly held misconceptions about avoiding probate which may lead to uniformed decisions resulting in the need to open a probate…

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December 1, 2022

Estate Planning For Blended Families

Yours, mine, and ours. Sadly, in America the average marriage lasts only seven years, with one out of two marriages ending in divorce. …

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November 1, 2022

Are you Single?

If you are single you make up over 45 percent of the US population.  Whether unmarried, divorced or widowed, single people have…

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October 1, 2022

Providing for Minor Children

Are you a parent with minor children?  If you are, your days are busy and your life is full.  Probably the last…

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September 1, 2022

Estate Planning. Let’s Get Started

Most clients who initiate estate planning do so to provide for their loved ones’ needs, and to avoid burdening their family after…

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August 1, 2022

Estate Planning is Life Planning

Estate planning is not just a process undertaken to plan for the orderly and efficient transfer of assets at death.  Estate planning…

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July 1, 2022

Planning for the Unexpected

It’s Tuesday morning.  Your husband’s flight to Venezuela just departed.  In the family room, 2-year old Sophia is amusing herself while waiting…

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June 1, 2022

Estate Planning is a Team Sport

Often when I meet with new clients, I discover that many like to do things by themselves.  By investing online at E-Trade…

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