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  • The Single Most Powerful Indicator For A Child's Emotional Resiliency
    The Single Most Powerful Indicator For A Child's Emotional Resiliency

    Emory University found that the single most powerful indicator for a child's emotional resiliency is knowing their family history. This is why I like to personalize my documents to include client's ...

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  • Insight from Three Day Estate Planning Conference Key Speaker
    Insight from Three Day Estate Planning Conference Key Speaker

    This is why I love what I do. I am starting a three day estate planning conference and who is the key speaker? A woman who survived Auschwitz, communist Russia and marched with MLK. She talked about ...

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  • Using Long-Term Care Policies in your Estate Plan
    Using Long-Term Care Policies in your Estate Plan

    As we live longer, there have been unexpected costs associated with it. For those who need long-term care (LTC), the needs can range from simple tasks such as bathing, getting dressed/undressed and ...

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  • Use this snow day to the utmost and review your estate plan
    Use this snow day to the utmost and review your estate plan

    Another snowy day. I can hardly believe it. Days like this, when school is canceled and I work from home seem to last forever. But in truth, I know how quickly time can fly by. Many people remind me ...

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  • Report: Inheritance causes tension in 25 percent of families; here is how to avoid that
    Report: Inheritance causes tension in 25 percent of families; here is how to avoid that

    There’s no such thing as a good time for a family fight, but one of the worst is after a death. In a recent Ameriprise Financial survey of 2,700 people, 25 percent said an inheritance caused ...

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  • Estate & GST Tax Repeal Legislation Introduced in Congress
    Estate & GST Tax Repeal Legislation Introduced in Congress

    On January 24, 2017 Congresswoman Kristi Noem introduced H.R. 631 in the House. H.R. 631 would repeal, as of the date of enactment, the Federal Estate and Generation Skipping Transfer Tax. There are ...

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