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Category Archives: trust
Hi all! I hope everyone is doing well. We have been assisting lots of clients and had the honor of attending a wedding a few weeks ago. REMEMBER! It is always important to update your estate plan and a marriage, … Continue reading
I came across an article about a Holocaust Survivor who left his estate, that was worth almost $40 million, to no one. Yes, I said almost $40 million left to no one (insert loud gasp here!) So, what happened to … Continue reading
If you follow us on Facebook or Twitter, you have probably seen the weekly Friday “Homework” in preparing for your estate planning meeting. If you don’t follow us, you should! So, what is this “Homework?” Well it’s basically a list of … Continue reading
My grandma used to tell me to always wear clean underwear. Not, that I had a problem changing them. 🙂 I’m sure you’ve heard this saying once before in your life! She would always ask, “What if you’re in an … Continue reading