How do I create an Estate Plan?

Many potential clients, acquaintances and friends (sometimes fearfully) ask me how do they create an estate plan? Like many things, the unknown is most times the scariest part of undertaking a large project like an Estate Plan.  The most important part of what I do is take the burden off of their shoulders and create…

Is there a new addition to your family?

Ahhh, that fresh newborn baby smell. There’s nothing like it in the whole world. It makes you forget the sleepless nights, the thousandth diaper you’ve changed today, the crying that rattled your heart as you attempted to inhale that plate of food you called “lunch.” In the midst of caring for your newborn or young…

Do you need to update your Will?

If you have completed your estate plan: GREAT JOB!!! You’re one step ahead of the curb.  But creating a great plan isn’t where it ends. Just like you go each year for a checkup with your doctor, you should revisit the plan you created and make sure it still applies to your current lifestyle, family…

Is your child gifted?

So, the title of this blog post is probably pretty misleading since what I’m about to tell you is not impacted in the slightest by your child’s ability to perform calculus equations in his or her head.  However, it was inspired by a new movie released in theaters on April 7, 2017 called “Gifted” staring…