Folks. I hate to break it to you. If you’re calling around frantically looking for an estate planner, you’re too late. Every time I get a call from someone looking for an attorney who can respond that day or even that week, someone is screwed—either the person in need or their family. There is no […]
Category Archives: Legal Planning for Families with Kids
On the Matter of Inheritance
Inheritance is never about the money. Never has been, never will be. It’s about what our children are inheriting in terms of our “stuff” meaning our singular gifts and our emotional/psychological/ spiritual baggage. How well we have harvested that which belongs to us as sentient beings on a bountiful planet in a nondescript arm of […]
Love is the Only Real Currency
When I started this practice seven years ago, I had no idea that I’d discover the work I devoted myself to would teach me more about love than I ever dreamed. I’ve watched my fellow estate planners and mentors skirt the truth of our work, handily missing the most important aspect of planning for death. And […]
CHERP™ Webinar – What You Need to Know
A Plan as Unique as Your Life
Access to financial advice is more readily available than ever before- between the internet, various publications and talk shows, one can get advice on budgeting, saving for retirement, support for ageing parents and a host of other topics. This can be seen as a good thing as the mystery of the subject matter is lessened. […]
