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Ethical Wills: The Heart of Your Estate Plan (Part 3)
Mar 21

Ethical Wills: The Heart of Your Estate Plan (Part 3)

I previously wrote about what an ethical will is and what you may want to include in your own ethical will. Here is how to get…

Ethical Wills: The Heart of Your Estate Plan (Part 2)
Mar 11

Ethical Wills: The Heart of Your Estate Plan (Part 2)

In my last post, I introduced the idea of an ethical will. Here is what may be included in this type of document and what purpose…

Ethical Wills: The Heart of Your Estate Plan (Part 1)
Jan 22

Ethical Wills: The Heart of Your Estate Plan (Part 1)

When we talk about estate planning, we usually talk about documents such as wills and trusts and focus on tools for transferring assets to the next…

Estate Planning in 2025: A New Year’s Resolution Worth Keeping
Jan 08

Estate Planning in 2025: A New Year’s Resolution Worth Keeping

Many of us are making resolutions as we welcome 2025. One resolution that is often overlooked is to make or to update our estate plan. Often,…

Understanding Probate Avoidance Techniques
Aug 08

Understanding Probate Avoidance Techniques

Probate is the process by which a court will supervise the administration of an estate when someone passes away.  Many clients prefer to avoid probate because…

Co-Ops – A blast from the past
Jun 27

Co-Ops – A blast from the past

Like all other unique forms of real estate ownership, Co-Op Housing presents some interesting difficulties for those in the real estate market. The end of World…

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