Honoring American Heroes
Honoring our American heroes who made the ultimate sacrifice. Especially my fellow agents in counterintelligence who died during the Vietnam War. ~W.... Read More
Happy St. Patrick’s Day!
🍀✨ Happy St. Patrick’s Day! Just like a four-leaf clover, good estate planning brings luck and peace of mind. 🍻So get your... Read More
5 Things to Do Now to Make Your Estate Simpler for Your Heirs
It’s easy to put off doing many of these things. But get them done, and your heirs will be thankful you did.... Read More
Warren Buffett Talks to His Kids About His Will. You Should Too.
The billionaire investor has a simple estate-planning suggestion for parents. It’s one that lots of us would rather ignore. Warren Buffett wants... Read More
IS YOUR TRUST A TICKING TIME BOMB?
These days very few families need a complicated tax avoidance trust also known as an A-B Trust. Many trusts were set up... Read More
Merry Christmas 2024
Wishing you a joyous holiday season filled with peace, love and happiness. May the spirit of Christmas bring warmth to your home... Read More
Best Lawyers 2024
I am honored to be recognized as one of the Best Lawyers in the United States in the area of Trusts and... Read More
Some of the Favorite Beneficiaries Wear Fur!
Your pet is like your kid. We love them unconditionally. Our pets come to us from the pet store, rescue shelter, and... Read More
Old Beneficiary Form Gave His Ex $1 Million
Jeffrey and Margaret dated in the 1980s. Now, almost 40 years after they broke up, she stands to inherit his $1 million... Read More
Veterans Day – Honoring All Who Served
Thank You! Today, as we reflect on the selfless service and sacrifice of our Veterans, we wish to extend our gratitude to... Read More
