Blog

Two new clients came to see me last week. They needed changes to an old estate plan. They weren’t in my office because they wanted to be....

Ninety percent of family inheritance is often lost within just three generations, according to the Wall Street Journal (Lost...

What sounds like the plot of a BBC murder mystery tragically became reality for the family of Ann Sue Metz in 2009, when her husband...

Pop Quiz! What do you get when you add one kid with poor impulse control with one enormous inheritance? Hint: The sum is not a lifetime...

“I hope it’s not a deal-breaker, Mitt, but my playlist starts with AC/DC and ends with Zeppelin,” said Paul Ryan to his prospective boss,...

New Years is not my favorite holiday.  Midnight glasses of champagne with friends and family are all well and good, but for some strange...

For his 30th birthday on Thursday, Prince William received a bittersweet present: roughly $15 million inherited from the estate of his...