by Andrew Rosenberg | Aug 16, 2026 | Estate Planning, Trusts
Being named as a beneficiary can bring several emotions at once. You may feel grateful that someone included you in their plan. You may also be grieving the person whose death created the inheritance. Then, usually before long, the practical questions begin. When will... 
by Andrew Rosenberg | Aug 3, 2026 | Estate Planning, Trusts, Wills
One of the most common things I hear when I meet with married couples is, “If something happens to me, everything automatically goes to my spouse.” I understand why people believe that. It seems logical. You’ve built a life together, you’ve...