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Recent Posts


Chapter 7- The Secure Act: The IRS is Coming for Your Retirement Accounts

August 6, 2020

Do you remember where you were when you heard the news that …

Chapter 6: Why do you need an Advance Health Care Directive?

August 1, 2020

Many of us remember the tragic case of Terri Schiavo.  Terri died …

Chapter 5: Why do I need a Financial Power of Attorney?

July 17, 2020

Estate planning is not only about planning for what happens after you …

Chapter 4: We’re not the Rockefellers

July 8, 2020

So you made it through Chapter 3, and perhaps that sense of …