I learned about a study (https://paulgp.github.io/papers/Gender_Gap_in_Housing_Returns_20191016.pdf) that tells us that women are paying more for real estate, and making less […]
AAC
How Will Your Guardians Know HOW to Raise Your Child?
You have an estate plan and your will identifies the guardians you have chosen for your children. These trusted people […]
Do Not Wait To Name Guardians For Your Children
The recent article “Have You Named a Legal Guardian for Your Kids?” in the New York Times is thought-provoking and […]
Estate Planning Is for Everyone
In December 2019, I took the last final exam I will ever take to complete my Masters Degree in Estate […]
Tip: Talking to Clients About Long Term Care Insurance
I send all of my clients the following email, encouraging them to look into Long Term Care Insurance. This is […]
Estate Planning Awareness
When meeting with your clients, you can casually bring up the topic of estate planning. If you know that estate […]
What to Do with Your Beloved Collection
Whether your beloved collection consists of artwork, books, cars, music, or other significant items, you should not forget about this […]
Your Parents’ Estate Plan and Its Impact on You
Most of my estate planning clients are couples with minor children and aged parents. They are the sandwich generation, with […]
Common Estate Planning Myths
Estate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with […]
Wills vs. Trusts: In Plain English
Let’s take a minute and define both “will” and “trust”: Will. A will is a written document that is signed […]