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 »

Corey Will Be Performing This Weekend

Many have asked me to share when my fourteen year-old son Corey will perform so you can see him dance and sing. With that in mind, I am proud to share that Corey will be performing this weekend (May 29 and 30) in two different shows—first in a dance show on Friday evening at the… Read More »

Might Your Estate Planning Accidentally Disinherit Your Grandchildren?

Joe and Mary created a revocable living trust during their lifetime to avoid probate and protect their only daughter Cindy and their two teenaged grandchildren. They thought they had successfully taken steps to protect their loved ones. Unfortunately, their estate plan didn’t work out as they planned, particularly for their grandchildren. View image | gettyimages.com… Read More »

If it’s on the Internet, It Must Be True…Right? (Part I)

While the Internet has been a great resource and improved the quality of our lives in many ways, in one way, it has not been good. An orthopedic surgeon recently shared that helping patients was much less frustrating before the Internet. When a patient with knee pain used to see the surgeon, the patient would… Read More »