Asset Retitling: The Missed Step in Estate Planning

Asset Retitling: The Missed Step in Estate Planning

March 2, 2017. By Jennifer Wolfsberg: Over the last several years we as a firm have become more involved in our client’s financial organization as it pertains to family office services and wealth management.  As part of this process, we actively speak with their CPAs,...
Centerpoint Hosts Estate Attorney Kelly Gill

Centerpoint Hosts Estate Attorney Kelly Gill

On September 20th, Centerpoint hosted estate attorney Kelly Gill to discuss estate planning for those caring for aging parents as well as children, often referred to as the “Sandwich Generation”. She spoke about ways to protect assets, which estate...
Financially Preparing for the Death of a Spouse

Financially Preparing for the Death of a Spouse

August 31, 2016.  By Jennifer Wolfsberg: The thought of losing a spouse is overwhelming. The life you have envisioned is suddenly upended, and the dream of growing old together is no longer in your grasp. When such tragedies occur, the spouse left behind is not only...