A question that I often get is about how to prepare for putting together an estate plan. I know that the thought of “getting organized” can be daunting. Take a look at this simple checklist I put together. Remember, you do not need to gather every document on this list before starting on your estate plan. Instead, simply get yourself a binder, make tabs for each of the items on this list, and then slowly start Read More

Traveling the world is an exhilarating adventure, and it can be especially magical around the holidays. Planning for a trip across the globe is fun and exciting, but thinking about estate planning while plotting the course of your big adventure can be decidedly less exciting. Although estate planning isn’t the first thing that comes to mind when getting ready for a trip, it is important to spend some time reviewing Read More