Forensic Bookkeeping in Divorce By Judy Heft

Forensic Bookkeeping in Divorce

Last week I talked about a special project we’ve been working on to help settle an estate. This week I have another special project to talk about, centered around divorce. I recently received a referral from a financial advisor colleague. It involved a very high-profile divorce featuring an ex-wife (Diane)… Continue Reading..
Today (and Everyday) Is a Great Day to Update Your Will By Judy Heft

Today (and Everyday) Is a Great Day to Update Your Will

People talk about how time goes by so quickly—and seems to accelerate as we age—yet a startling number of people still do not have wills, or if they do have one, it’s not updated. People have a habit of tucking them away and forgetting about them...and the next thing they… Continue Reading..

Your Family Needs the Will to Survive

People don’t like to think about making a will, and I get it. Nobody wants to think about death. But consider for a moment some of the intangible aspects of life, like bonds between brothers, sisters, cousins, aunts and uncles. By not having a will in place, these things can… Continue Reading..