Videos to Help You Learn More

Your Fall (and Year-End) Legal Affairs Checklist

With the fall season in full swing and the year-end rapidly approaching, it’s an excellent time to review your legal, financial, and personal affairs. In this video, we share a legal affairs and estate planning checklist to ensure your...

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The Most Common Missing Piece in Your Estate Plan

There are many common estate planning mistakes to be made. We have discussed them at length before (DIY planning, joint tenancy perils, failing to complete trust funding, etc). In this video, I talk about how these mistakes tend to overshadow what I believe to be the...

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Eat an Elephant to Get Big Things Done This Year

Before you get alarmed, the real elephants are safe. But you metaphorical elephants, watch out! I know how to eat you...and I'm willing to share how. What do I mean? Creating "to-do lists" of resolutions and goals is part of...

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Why an Inheritance Needs to Be Appraised

An inheritance can come in many forms. Sometimes it is money, sometimes it is real estate, and sometimes it's in the form of stocks or other appreciable assets.  What is often true, is that beneficiaries rarely have...

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