INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...

INTRO: In the last decade or so, there seems to have been a heightened awareness of and interest in “asset protection”. One aspect of...

INTRO: In Part One of this series, I reported that it is difficult to combat elder financial abuse. Sometimes it isn’t recognized or at...

INTRO: Working with many elderly clients and hearing about the parents of “baby boomer” clients, I see and hear signs of elder financial...

INTRO: Estate Planning is not static nor is it an individual endeavor. Estate Planning evolves over time. It’s a “team sport”. If you...

Why Should You Make a Legacy Video Part of Your Estate Plan You should invest in a Legacy Video – the centerpiece of a 21st Century...

We live in a world that loves to litigate. Protecting yourself and your assets is therefore of the utmost importance. As this blog post...