Seven steps to take before writing a will

Surprisingly, nearly half of all Americans who own property die without a will. When you die without a will you are creating all sorts of problems for your family who are already overwhelmed by your passing. So, it is important to have a will to ensure your estate and family will be properly provided for. Here are seven steps to take before meeting with an estate planning attorney to draft your will:
Continue reading “Seven steps to take before writing a will”


December 2013

 My career in the Trust Industry began many years ago in New York City at one of the largest money center banks. Each morning before I boarded the EE subway from Forest Hills, I would buy the Wall Street Journal to read, with a cup of coffee, when I reached my office. Every so often Harry Gray, the CEO of United Technologies would purchase the entire back page of the Journal to share bits of timeless advice.