A client of mine was in a terrible auto accident the other day. He is paralyzed from the neck down and cannot speak. He is going to be discharged from the hospital in the next week or so to a nursing facility – likely for the rest of his life.
His wife has no idea what to do … Continue Reading
Tying the Knot? Or Just Moving In?
When a client tells me that he or she is considering a second marriage, for terribly unromantic reasons (I guess I’m the anti-cupid...darn lawyer!) I recommend that the client plan carefully—very carefully—before going into a later-in-life … Continue Reading
Introducing Zoom: An Easy Remote Conference Solution
The past week or two I have been looking for a user-friendly video conferencing app. I settled on ZOOM after trying it out on a number of family, friends, and clients. I have been very happy with how easy it is to install and … Continue Reading
We're Still Here!
Sensible Precautions
We hope you and your family are taking care and following recommended precautions and guidelines during these unprecedented times.
We have had a number of calls from concerned clients (and potential clients) that we might not be … Continue Reading
Many people make big mistakes titling bank and investment accounts. Often advisors and bankers advise customers to “put your child’s name on the account” or to set the account up as a “pay on death” (or “POD”) account. However well-intentioned the advice, the results of either … Continue Reading