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Securing a Future with a Special Needs Trust
When Sarah and Tom met with me for an introductory session, their primary concern was ensuring that their daughter, Emily, who has a...
Sep 17, 20241 min read


Manage Your Digital Asset After Death
A majority of American adults don’t have a simple will. Perhaps you think it’s not necessary, too complicated, too time consuming, or too...
Apr 16, 20214 min read


Choosing between Will-Centered Estate Plan vs. Trust-Centered Estate Plan
There are as many as 15 considerations that you might have to take into account when choosing whether to have a will centered estate plan...
Apr 16, 20213 min read
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