A New Vocabulary for “Estate” Planning

Those of my clients and peers who’ve heard me expound on this, bear with me…words matter!  They can incentivize or disincentivize our behaviors.  Case in point “everyone needs an estate plan.” Well, chances are I’ve just turned at least 45% of you off and you’ve moved onto the next post.  My goal is to get…

PHILANTHROPY AND SCAMS

The massive fires in California, the most recent hurricane season, funerals for the latest victims of gun violence, a neighbor seemingly put under unexpected financial strain by health or other events out of their control. The internet and social media have made it so easy to be aware of and contribute to help those in…