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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…

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…

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. …

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…

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…

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…

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…

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…

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…

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…

Rather than asking whether you have more than the arbitrary $3 to $4 million in assets, here is a better and rarely asked question to ask to…

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…