Professional Referral Partners
Accountants, other lawyers, financial advisers tend to be on the front lines when they’re meeting…
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Estate Planning
Case Study: Sticky Notes Can’t Replace a Will
When Zappos.com CEO Tony Hsieh died, the multi-millionaire did not have a Will or estate…
Read MoreWho is a good TREEL referral?
A good referral for TREEL would be someone who needs assistance in the following areas…
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Estate Planning for Young Adults
Becoming an adult comes with a great many responsibilities, and it also changes how you’re…
Read MoreDigital Assets Part 1: What Qualifies as a Digital Asset?
We spend so much time online, whether it be on Facebook, Instagram, or even…
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Failure to Estate Plan: Case Study
Ruth* was in the hospital when I first met her. Her family asked that I…
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