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A Mensch in our own backyard!

This blog post goes out to my friend and sub-division tennis buddy, Steve Baumgartner.  Wow!  I knew he was a really nice guy and an ...
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Digital Assets and Estate Planning

When we talk to our clients about estate planning, we discuss the division of assets and who will be responsible for those assets. Increasingly, what ...
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Get An Identity Protection PIN (IP PIN)

  Identity theft has become a serious and growing problem, and as a result, protecting your social security number has become more and more important. ...
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Asset Protection, How Did We Get Here?

If you have ever contemplated protecting your assets from the claims of others (creditors, spouses in divorce, personal guarantees, etc.), you have likely wanted to ...
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Looking Forward to a Great Year!

Wishing You a Happy, Healthy and Prosperous New Year!  
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Can You Buy Happiness? Interview with the co-author of the informative book, “Happy Money: The Science of Smarter Spending.”

Randy Fox, Harvard Business School Professor and Author, interviews Mike Norton about the book he co-authored with Elizabeth Dunn which explains their research findings on ...
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Can You Buy Happiness?

The studies on the links between money / wealth and happiness are digging deeper and deeper.  Previous studies found that we need a certain amount ...
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Estate Planning Webinar: How to Get Going and Why Not to Do It Yourself.

The week of October 20 – 25, 2014 Is National Estate Planning Awareness Week and the ABA Real Property Trust & Estate Law Section is ...
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