Make This the Year You Get Your Estate Plan Done

Make This the Year You Get Your Estate Plan Done

When I meet with people about estate planning, I often hear the same comment. They are embarrassed they haven’t done this sooner.  They tell me, almost in a confessional tone, how they’ve procrastinated and have been thinking about getting their estate...
Gratitude and Relational Estate Planning

Gratitude and Relational Estate Planning

Estate planning is a crucial process that ensures your assets are distributed according to your wishes after you pass away. While an estate plan primarily focuses on financial and legal matters, as it should, you should not underestimate the importance of the...