In this quick 12-minute presentation, Michael discusses key Estate Planning topics and how they are specifically pertinent during the COVID-19 pandemic.
Confused about estate plans and the difference between wills and trusts? Or why you need them at all? Here we've shared some examples of what happens in cases of dying intestate (without a will or trust), with a will, and with a trust. Contact us to learn more and let us help you determine what's right for you!
Watch Michael’s Speech on Transformation
This powerful journey of self discovery has helped Michael live a more purposeful life and has provided opportunities to not only reconnect with himself, but also reconnect with family and friends.
Want to live more purposefully in all areas of your life?
Check out Michael’s new book, Your Ultimate Legacy: How You Can Create, Expand, Enjoy and Sell a Purposeful Practice, available now on Amazon, CreateSpace and Kindle! Learn more about Michael’s professional journey of transformation and how you can apply it to your business practices too!
Connect with Michael
View Michael’s full bio for details about his background and business. For more info about Michael’s journey, or to schedule him to speak with your group, contact us today!
Now available for order! Our new book, Your Ultimate Legacy: How You Can Create, Expand, Enjoy and Sell A Purposeful Practice, is now available — both in print and for e-readers! In this book, Michael shares his experiences of creating and cultivating a...
At the end of each year, I like to reconnect with our clients for review and reflection. So much can happen over the course of a year — families grow, financial situations change, and new elements of your legacy...
By now you’ve heard that Congress has acted — even if at the eleventh hour — and they made the estate tax ‘changes’ permanent. We can bet that permanence has some impact, but if later Congresses want or need to change...
When I went to law school, I knew that I wanted to become a tax lawyer. So I took all the tax courses I could, and after law school, I went to work in the tax department of the...
A professor stood before his philosophy class and had some items in front of him. When the class began, wordlessly, he picked up a very large and empty mayonnaise jar and started to fill it with golf balls. He...
For the past several years, I have gone hiking in the woods the day after Thanksgiving. It’s a way for me to clear my head, walk off some of the Turkey dinner and feel more connected. This year, I...
I recently had the good fortune to take a short trip to visit my family. It had been some time since I had the opportunity to visit and I approached the trip as a way to get away from...