Irrevocable Life Insurance Trust

Value Drive Estate Planning

My approach to recommending estate planning solutions is to consider all the options available to accomplish the client’s objectives. Next, I balance the cost and complexity of more involved strategies against the risk of simpler approaches. The...

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Summer Vacation

Estate planning is not just for retirees.  Summer is a busy time in the office for completing wills of young parents.  Planning a summer vacation forces parents to think about who would look after their children if they both perished in an...

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Life Insurance

I recently spent the afternoon with an elderly woman planning how to distribute her large real estate holdings fairly upon her death.  I asked her how she had accumulated all that property.  She said that her husband had died at fairly young age...

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