Keep it. Simple.
Let’s Connect
Get My Newsletter
You’ll want to read this. Trust me.
You’ll want to read this. Trust me.
This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.
OKLearn more×We may request cookies to be set on your device. We use cookies to let us know when you visit our websites, how you interact with us, to enrich your user experience, and to customize your relationship with our website.
Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.
These cookies are strictly necessary to provide you with services available through our website and to use some of its features.
Because these cookies are strictly necessary to deliver the website, refusing them will have impact how our site functions. You always can block or delete cookies by changing your browser settings and force blocking all cookies on this website. But this will always prompt you to accept/refuse cookies when revisiting our site.
We fully respect if you want to refuse cookies but to avoid asking you again and again kindly allow us to store a cookie for that. You are free to opt out any time or opt in for other cookies to get a better experience. If you refuse cookies we will remove all set cookies in our domain.
We provide you with a list of stored cookies on your computer in our domain so you can check what we stored. Due to security reasons we are not able to show or modify cookies from other domains. You can check these in your browser security settings.
These cookies collect information that is used either in aggregate form to help us understand how our website is being used or how effective our marketing campaigns are, or to help us customize our website and application for you in order to enhance your experience.
If you do not want that we track your visit to our site you can disable tracking in your browser here:
We also use different external services like Google Webfonts, Google Maps, and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.
Google Webfont Settings:
Google Map Settings:
Google reCaptcha Settings:
Vimeo and Youtube video embeds:
The following cookies are also needed - You can choose if you want to allow them:
You can read about our cookies and privacy settings in detail on our Privacy Policy Page.
Legal DisclosuresSign up for our newsletter.
Five Estate Planning Myths Debunked
Estate planning. We all know we should do it, but current studies estimate that 67% of Americans have not. The planning process varies by estate planner, but a handful of myths about the process stop many people from ever contacting an estate planner. This article addresses five of those myths. Myth 1: Estate planning is […]
No more scary engagement letters.
A client recently told me my engagement letter was scary. At my last firm, an engagement letter with attachments was about 12 pages long. That was a Big Law engagement letter, and I wanted something different for my solo practice. “Scary” was a legitimate surprise to me. The letter I sent was about 2-1/2 pages […]
“Health” is more than medical issues.
Most trusts allow for distributions for health, education, maintenance, and support because the IRS and the revenue code see those kinds of distributions as safe. I mentioned the HEMS standards in my last post. In more advanced planning, HEMS may be abandoned in favor of giving an independent trustee broad discretion over distributions. Of course, that requires an […]