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Category Archives: Estate Planning

OLA_Eric

Your Will and Estate Planning Documents – When Bigger is not Better

By Eric Maier |

I have seen hundreds, if not thousands, of estate plans.  I have drafted them, reviewed them for others, and fought to either enforce or break them.  What I have learned from all of this reading is that the longer a document—whether  a contract , a will or a trust—the more likely I will find… Read More »

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OLA_Harry

Three Point Checkup for your 2019 Estate Planning

By Harry Teichman |

Perhaps contemplating your death is not at the top of your 2019 “to do” list, but January is a great time to review your financial plan in the event of your death or other unexpected events.  Even if you have a will or some other estate-planning instrument, you should perform this three-step checkup to… Read More »

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