Story on Organ Donation

Many of you know that I’m a big college football fan. I especially enjoy when sports can show the best of humanity. Please enjoy the following video about how the heart of a six-month old baby who died helped save another baby’s life and brought diehard Louisiana State (LSU) and Auburn fans together. (Normally LSU… Read More »

10 Gruesome Estate Planning Mistakes

I will be presenting a shortened version of my Ten Gruesome Estate Planning Mistakes presentation in two weeks at Frey Financial’s September educational event. 

Don’t fall for these scams…

I recently received the following voicemail on my cell phone: “This message is intended to talk to you. My name is Steve Martin and I’m calling regarding an enforcement action executed by the US Treasury intending your immediate attention. Ignoring this will be an intentional second attempt to avoid an initial hearing before a magistrate… Read More »

Still Alice

While away in Las Vegas this weekend at my son’s dance competition, I read the book Still Alice by Lisa Genova.  This book is a great read for anyone dealing with loved ones with Alzheimer’s or anyone who wants to learn more about it.  Still Alice tells the story of a proud Harvard cognitive psychology… Read More »

Why I Am Proud of My Daughter

This past Thanksgiving on a trip to Palo Alto to visit family, I overheard my daughter Adina speaking about her first semester at the University of Arizona.  Adina shared with a friend that she was taking 18 credits (the maximum allowed per semester), working at the JCC, working at our local synagogue, and volunteering with… Read More »

Thoughts and Prayers for a Tragedy

You have probably heard about the horrific murder in Seattle the previous weekend. When I shared the story with my wife Iris, she was sick to her stomach. Often a tragic horror like this is viewed from a distance, almost like an alternate reality. However, it’s all too real for those who know and love… Read More »

The Secret to Life

One of our clients shared this insight, as told to her by Cantor Maurice Falkow from Congregation Anshei Israel, now deceased. Many people had asked Cantor Falkow about the secret to life. He always replied that there really isn’t one, but if there was one, it is to know when to ask for help. Life… Read More »

Update on Corey’s Upcoming Live Performance Shows

Many have asked for information for my son Corey’s future dance and singing performances. He has several upcoming shows open to the general public. On Friday November 13 at 7 pm and Saturday November 14 at 3 pm, Corey will perform with Kids Unlimited at the Berger Performing Arts Center (at the Arizona School for… Read More »

Don’t Fall for This Common Beneficiary Designation Misunderstanding

Whether you have an estate plan or not, it’s almost a certainty that you have some assets (e.g., an IRA, life insurance, etc.) that will rely on a beneficiary designation to transfer to the proper beneficiaries. Unfortunately, many misunderstand how a beneficiary designation form works, and sometimes this prevents the assets from passing to whomever… Read More »

Do You Treat Your Estate Plan Like a Commodity?

Many people think of estate planning as something to check off a list. Need a will? Check. Financial power of attorney? Check. Health care directives? Check. Living Trust? Check. In other words, as long as you’ve got the right planning document, you are covered, right? Not exactly. Would it cause a problem if after you… Read More »