The Lives of Elder Orphans

  By now, many of us have heard of the term “Elder Orphan.” An elder orphan has no adult children, spouse or companion to rely on for company, assistance or input. This growing issue has captured the attention of the news media in the last…

Digital Estate Plans

  I’m sure you saw the headlines in February for the sudden death of QuadrigaCX’s CEO Gerald Cotten. He allegedly died with the business’s passwords, meaning that their 115,000 users couldn’t access their accounts that were valued at over $188 million. The time has come…

Organizing and Keeping Files

Many of our clients come into the office toting grocery bags, cardboard boxes or backpacks filled with about fifty years of paperwork. As time goes by and our financial situations change, the amount of paperwork we must keep grows exponentially. That said, by the time…

It's Time to Write Your Will

Get yourself a will because dying without one, “intestate,” is a drag for everyone. Not everyone has a will – even Prince died without one.  Imagine, all that money and one of the greatest performers didn’t spend a little of it on sorting out his estate.…

Peace After Death

    A clear goal in your estate planning should be peace after death. Being flexible and thoughtful in your estate planning can help avoid family feuds over your possessions – their inheritance. Who gets the pink tablecloth? The latest indications are that your heirs…