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Five Clues That it's Time to Update Your Estate Plan
Posted on: March 31st, 2017
To help clients and their financial advisors spot situations that might trigger the need to update their documents, I've prepared five conversation starters....
6-Step Estate Planning Checklist for 2017
Posted on: November 7th, 2016
We have prioritized a checklist summarizing what we consider to be “6 very important action items.”...
Estate Law in a Digital World
Posted on: March 25th, 2013
The law lags behind technology when determining who has access to the digital estate of a decedent....