Advisors November 2, 20164Trading Expertise for Trust Not that long ago, I was part of a panel discussion on the subject of…
Family Wealth Counseling October 12, 20160It Doesn’t Always Work Out I love to see families become closer, healthier, more productive and more impactful. I love…
Advisors February 17, 20160Reflections on the “Estate Planning” Industry Last month I attended the Heckerling Institute — considered by many to be the premiere…
Fiduciaries September 8, 20151Who Should Be Trustee? Part 1 It’s one of the most important questions any estate planning attorney can ask — but…
