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Common Pitfalls When Planning Estates for Families with Special Needs Children (Updated April 2023)

I recently had the privilege to attend a bar mitzvah in which the young man also has a sibling with a profound disability. His sibling

Common Pitfalls When Planning Estates for Families with Special Needs Children (Updated April 2023) Read More »

Importance of Proper Asset Ownership and Beneficiary Designations

This installment of the Passionate Estate Planner is a reminder that a well done estate plan includes not only properly prepared legal documents, but also

Importance of Proper Asset Ownership and Beneficiary Designations Read More »

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