Category: General Information

Veterans’ Burial and Memorial Benefits – What You Should Know.

May 15, 2026

Recently, I sat down with the National Cemetery Administration to discuss how legal advisers can help veterans and their families make informed decisions during the estate planning process.

The video, “A Simple Question. A Clear Advantage — What Estate and Financial Plans Overlook,” highlights the veterans’ burial and memorial benefits that many overlook because they lack awareness.

View the entire video below or here: https://bit.ly/4d9biOm

Navigating the Sandwich Generation

December 3, 2024

During this time of year as families gather for the holidays, it is important to gain clarity as to the wishes of your parents in order to protect their legacy. Check out this podcast in which members of Monument Wealth Management and I discuss how best to approach the conversation of incapacity and dying. #estateplanning #incapacityplanning

Proposed Tax Reform and the Evolution of Estate Planning

October 11, 2021

I recently spent time with two friends, who happen to be financial advisors, where we discussed the proposed tax reform legislation and what it means for estate planning now and in the future. A link to the podcast is here. Enjoy listening! #estateplanning #legacyplanning #taxplanning #taxreform

Happy New Year!

January 1, 2021

Wishing you and yours a peaceful, joyous and healthy New Year!