“Please, please, please. I beg you. Don’t take estate planning advice from your banker, financial advisor, insurance broker, mortgage broker, escrow agent, real estate agent, or your friends. I can’t tell you how much terrible, ill-informed advice there is out there that results in harm. Let these other professionals do what they do best and […]
Tag Archives: estate plan
Love is the Only Real Currency
When I started this practice seven years ago, I had no idea that I’d discover the work I devoted myself to would teach me more about love than I ever dreamed. I’ve watched my fellow estate planners and mentors skirt the truth of our work, handily missing the most important aspect of planning for death. And […]
