I watched the New York Attorney General Letitia James’ news conference with keen interest since [...]
From time to time a client will not tell me about a child because they [...]
As life expectancy increases, adapting our retirement age, savings, and estate plans must change. Currently, [...]
I often begin my initial consultations with a simple question. “What do we hope [...]
People commonly ask me whether their out-of-state wills and trusts are valid in Florida. It’s [...]
What many clients don’t realize is that they may lose their trusted financial advisor when [...]
Any parent of more than one child knows how different our kids are – even [...]
I’m happy to announce that my oldest daughter Gabi became engaged recently to her longtime [...]
Most families have black sheep. You know what I’m talking about. There might be three siblings, but [...]
We take for granted that the tool of a revocable living trust is available to us. We [...]
