When my children were young, I used to read Dr. Seuss books to them. One [...]
It’s frustrating when we receive conflicting advice about a particular topic, and that is as [...]
I’m always looking for shortcuts when driving, especially during busy season. Most long-time Sanibel residents [...]
For those of you who have wills and trusts that contain testamentary (post-death) trusts that [...]
At the conclusion of our recently held client workshops we open the floor for questions. [...]
Occasionally I am asked a basic estate planning question that I will review today, and [...]
What many clients don’t realize is that they may lose their trusted financial advisor when [...]
Many people move to Florida or establish residency here not only for the sunshine but [...]
I was born at the tail end of the baby boomer generation – which is [...]
When choosing how to approach your estate plan, it’s important to realize that the different [...]
