Helping people get their estate plan in order brings me a lot of joy, because there is a deep level of satisfaction that comes from knowing this area is buttoned up. It’s an easy task to put off until “tomorrow.” Here is a quick rundown of how assets are transferred upon death: That said, if…

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I recently traveled internationally with a group of business men. Traveling without my family forces me to consider their situation if I was “promoted” (died) unexpectedly. It’s uncomfortable and sad to think about this, but I’d rather be prepared than avoid discomfort. Here are the questions I asked myself before my trip: Will my family…

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