Over the holidays I found myself reading the charming history of Marchesi Antonori, an Italian wine company, and the 10th oldest family-run business in the world. For twenty-six generations, the Antonoris have dedicated themselves to crafting some of the finest…
If there’s one thing every single estate planning attorney would like for the holidays it is an answer to the profession’s constantly puzzling question: Why do more than half of US adults neglect to organize their affairs? After all, according…
Many of you may have heard that you should try to avoid probate but have misconceptions about what that actually means. Probate can be very time consuming, costly, and can lead to some animosity between surviving family members as a…
Far too many people out there are wearing too many hats. They are sons and daughters, husbands and wives, fathers, mothers, breadwinners, bedmakers, and caregivers. They take on all of these roles all at once because they don’t realize other…
Come Thanksgiving, family business owners have an extra item on their plate, namely whether this will be the year to raise the sticky subject of a business succession plan. It’s never easy to gather adult children in the same room,…
The coronavirus pandemic is like nothing else that we have experienced in our lifetime and because of this there really was no way to be prepared. The challenges that we have had to face have disrupted us mentally and emotionally…
As we head further down the path of fall, the weather is starting to change, the days are getting shorter and the holidays sit right around the corner. This year has already been very different from all the rest due…
Holiday Check-Up Dear Friend, If your family is like mine, the holidays bring with them a LOT of quality family time! And it is during these times that families often notice subtle health and lifestyle changes in elderly parents, aunts…
We Live In a Digital World Digital Security Protects Clients The year 2016 finds us increasingly concerned about the security of our digital records and identity. This is a cyclical dilemma because we are consistently placing more and more sensitive…
"Behold, the virgin shall be with child, and bear a Son, and they shall call His name Immanuel," which is translated, "God with us." May your days be filled with peace, hope, and joy this Christmas season. As…