Beverly understands firsthand the importance of having all of your “ducks in a row,” so you can sleep at night, knowing that you have done all that you can to take care of your family — from a legal and financial standpoint, as well as from a spiritual and family legacy standpoint. She is a former teacher, and she approaches law with the heart of a teacher. She’s not satisfied until her clients are fully educated to make informed decisions about the things that matter most to them and their families.
As we head into the peak of the holiday season, you’re likely spending more time than usual surrounded by your family and friends. It’s one of the rare times of the year when loved ones from across the country gather together to enjoy each other’s company and celebrate the passing of another year. The holidays […]
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer of intergenerational wealth in history.Because no one knows […]
If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to access all of your financial accounts? How about your insurance policies? What about your login and password info to all of your digital assets? One crucial part of estate planning […]
This is the fourth in an ongoing series of articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes I encounter with clients. If you’re like most people, you probably view estate planning as a burdensome necessity—just one more thing to check off […]
When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of rationalizations: “I won’t care because I’ll be dead,” “I’m too young,” “That won’t happen to me,” or “My family will know what to do.”But these thoughts all come from a mix of egoic pride, denial, […]
When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is probably something you’d never dream of, much less anticipate. Yet that’s exactly what 40-year-old Clare Bronfman, heiress to the multi-billion-dollar Seagram’s fortune, did with hers. In the end, with her inheritance—and […]