Posts by Phil

Strategies for Your Charitable Planning

Small Business Owners and Estate Planning

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

Welcome Baby Henley!

Writing Your Own Obituary as an Addition to Your Estate Plan

Spring Cleaning: Time to Clean Up Your Estate Planning

Considering Your Role in Others’ Estate Plans

Ancillary Probate: What You Need to Know

We All Need Checkups: Your Estate Plan Does Too

Common Mistakes with DIY Estate Plans