“I want to make my [child’s, spouse’s, niece’s, friend’s] life easier.” This is the one of the most common reasons my clients list for why they want to create an estate plan. With the holidays just around the corner, now is the perfect time to review your big blue binder and ...
Read MoreA client recently asked me for advice on how to write an obituary. Having no idea, I consulted my father-in-law, Dave Callahan, who spent most of his ...
View MoreI have noticed a consistent misunderstanding amongst clients and potential clients that should be addressed. Too often I hear people exclaim that ...
View MoreNow that summer is winding down, we can reflect on the year’s events and look forward to finishing it out with happiness and success. With that said, ...
View MorePlease take a moment to read this article from Forbes.com describing the four most common estate planning mistakes. ...
View MoreMost of our clients are prudent and fortunate enough to have set aside an emergency fund. A recent study by the Federal Reserve indicated that most ...
View MoreCelebrating the bond with mom is something enjoyed on Mother’s Day. That bond is particularly important for children who have mothers with ...
View MoreOver the last few weeks we have seen the drama unfolding with the tragic death of Prince. Prince resided and passed away in Minnesota and with no ...
View MoreWhat can you learn from Prince's estate? That you need to plan for your own affairs. Read the two below articles, one discusses Prince's estate in ...
View MoreAlzheimer’s effects millions of people, not just those dealing with the disease, but also their family members. This article looks at the effect that ...
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