What is the Estate Planning Process?
First Meeting – Estate Planning Process When people meet with an estate planner for the first time, it is often uncomfortable. After all, they’re there to talk about death and where their stuff goes. It’s not a subject that most people are eager to address. But it’s something that everyone needs to do. So what […]
Short Form Estate Planning Cheat Sheets Released
Cheat Sheets At the beginning of the year, I and my office recommitted ourselves to providing good, accurate estate planning information to both our clients and the general public. As lives get busier and time grows shorter, people who are beginning to look into a subject often begin with small nuggets of compact information. In […]