I hear the first sentence from my clients all the time and I often reply with the second. Trusts are a tremendous asset and something that can protect ourselves and our loved ones, but it comes with caveats. What many people do not understand is that there is no one-size-fits-all option. This is because we...
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I’ve written a lot of these blogs in the past and I always begin with the same phrase, “I know it’s not an easy thing to think of, but …” and yes, this is going to be one of those blogs. One of the most important things that you can do for your family is...
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Beware Of Scams
Want to Give, But Not Sure Which Charity to Choose? As the world has changed over the last few months due to renewed social action and the harsh realities of a global pandemic, many of my clients have decided to name a charity as a beneficiary in their will.  For example, a client came to...
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