Happy Sunday, and Happy New Year (in a few days)! Before I get into this weeks’ message, a reminder that we’ll be back in the office tomorrow, so if you’ve.
Happy Sunday! Before I get into my topic(s) of the week, please read this entire newsletter. There’s some logistical stuff you don’t want to miss… Okay, let’s go! 🙂 First,.
Happy Sunday! It’s holiday season, so I wanted to share a story with you about gratitude and luck. Brooke (my wife) and I played tennis on Friday with a bunch.
Happy Sunday! This week we’re doing something fun! One of you readers emailed me with a scenario and a question, so I thought I’d answer it here. Ready? Here we.
 A power of attorney is one of the most useful tools in an estate plan. It lets someone you trust step in and manage your affairs if you’re unable.
 When someone passes away owning real estate, it’s completely normal to feel unsure about what to do first. As a probate and estate planning attorney, I see the same.
 Estate planning often reveals more about family dynamics than any holiday gathering ever could. Recently, I had an experience in my law firm that perfectly illustrates a common —.
 When a family member passes away, it’s natural to want to keep everything in order—including their finances. But when it comes to credit card bills, paying them out of.
 When a loved one passes away, managing their financial accounts can quickly become confusing. One of the most common questions I hear as a probate attorney is: “How do.
Happy Sunday! Hope you had a chance to eat all the Turkey. But turkey day is over – time to talk tax! Last week I was talking with some clients.
