When naming spouses, children or other loved ones to serve as trustees in your testamentary [...]
As an estate planner, it is fascinating to me to see how some have acquired [...]
In my wife’s family lore they tell the story from many years ago about Uncle [...]
As Freeform (formerly ABC Family) is wont to do, a Harry Potter marathon aired this [...]
Many retirees figure that once they move past the stage in their lives where they [...]
Like many professional offices, ours has gone electronic and mostly paperless – at least as [...]
Many who own residences both here in Florida and in some northern states often consider [...]
A new client, Theresa, who recently relocated from a northern state, brought me her trust [...]
You may be surprised to learn that more than 90% of American businesses are family [...]
Many don’t completely understand the different types of deeds that might be used when transferring [...]