Estate Planning the Right Way

Almost every week, I receive a call that goes something like this: “Hello Mr. Shapiro, my name is Mary Jones. I need to update my will. It’s a simple will.…

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What Will Be Your Cloud Story?

When presenting workshops and webinars over the past three decades, I often ask the audience, “Imagine you’ve died and are looking down from your cloud at your loved ones below.…

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Estate Planning In Times of Uncertainty

Estate Planning in Times of Uncertainty

The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. People are taking this time to get organized, assess their situations, and address their…

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