Despite the various options available to manage and protect family wealth of all levels, too many of us have taken the stand, “I don’t have much so why plan?

When the conversation turns to the preparation of a will or trust, oftentimes people become uneasy and want to change the subject. Others dismiss the matter as irrelevant to them because of their age

For many, after coming to grips with your own mortality the next hardest part to planning is deciding who gets what and the naming game.

Whether you decide to Will or to Trust depends largely on your goals for planning and of course in many cases your wallet or purse.

Love sometimes requires us to have tough conversations, transparency and judgment free zones with our family, friends and ourselves.

As we close out another Black History Month I can’t help but to reflect on the state of black wealth in America. Sure this country is built on a legacy of discrimination that has given way to the current wealth

I don’t mean to be overly spiritual about the matter, but as a Christian who happens to be an estate planning attorney, I understand that, one day, I’ll have to give an account for everything that has been entrusted to me.

You may be upset with your spouse and have decided in your heart to get the last laugh by selling the family home and leaving everything to charity at your death or giving it all away before you die. 

As we continue to pray and identify solutions, new policies and legislation to overcome the many injustices in this country, engagement at the local and federal levels and within the private sector is essential. 

Many of our seniors are isolated in their homes, long-term care facilities, and nursing homes across the United States, with limited access to the outside world.