Blog

Story on Organ Donation

September 27, 2016

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…

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10 Gruesome Estate Planning Mistakes

September 20, 2016

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. 

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Don’t fall for these scams…

August 1, 2016

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…

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Still Alice

July 11, 2016

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…

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Why I Am Proud of My Daughter

May 16, 2016

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. …

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Thoughts and Prayers for a Tragedy

April 14, 2016

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…

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The Secret to Life

January 18, 2016

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…

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Update on Corey’s Upcoming Live Performance Shows

November 5, 2015

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…

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Don’t Fall for This Common Beneficiary Designation Misunderstanding

October 27, 2015

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…

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Do You Treat Your Estate Plan Like a Commodity?

July 27, 2015

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…

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Corey Will Be Performing This Weekend

May 27, 2015

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…

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Might Your Estate Planning Accidentally Disinherit Your Grandchildren?

April 29, 2015

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…

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