The Wealth & Wisdom Blog

Information on Estate Planning, Estate and Trust Administration and Unique Asset Planning

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Information Disclosure Following Death

“This coordinated lying between us is exhausting, how do criminals manage?”   With careful coordination, my wife and I were able to keep the truth about Santa Claus from our children for several years. During that time, neither of us wanted to be the bearer of bad news about Santa to the kids.  When they were […]

The Benefits of Professional Advisory Insights

“Hey honey, you can’t use the microwave now– I have to start a zoom call.” Throughout much of the stay-at-home period in 2020 and into early 2021, my wife and I “suffered” (in a very first-world sense of the word, of course) from a few technology-related issues in our home.  Until about six months ago, […]

In-Laws and Estate Planning

“Well, that was a son-in-law.” So exclaimed my golf playing partner immediately after he drove his tee shot off the first tee right into the trees, resulting in a penalty stroke. “What do you mean,” I asked my friend, what does that errant golf shot have to do with a son-in-law? “Not what I had […]

Trustee Selection

In the first round of the 2019 NFL draft, the Minnesota Vikings select…… On April 25th, NFL fans will be interested observers of the annual amateur draft.  Will the Vikings select an offensive lineman, a receiver or a kicker? The longevity of an NFL general manager is based, in part, on his success in making […]

Helping Grieving Families

In my practice in administering trusts and estates, I have the honor to work with widows and widowers grieving the death of a spouse as well as children and grandchildren grieving the loss of a parent or grandparent.  Through my own experience of losing my son Micah in 2009, I know firsthand about grief and […]