Posts by Phil

Considering Your Role in Others’ Estate Plans

Spring Cleaning: Time to Clean Up Your Estate Planning

Writing Your Own Obituary as an Addition to Your Estate Plan

Welcome Baby Henley!

Unclaimed Property – What is it, Where to find it, and How it Impacts Estate Administration

Small Business Owners and Estate Planning

Strategies for Your Charitable Planning

Choosing a Gift to Give to Charity

Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed

Things to Be Aware of When Administering a Hoarder’s Estate