Blog

4 Ways to Use AI to Make Life Easier for You and Your Family

By Jason Breit / June 12, 2023

Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to take some time to cover what the buzz is about and how you can use this…

Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

By Jason Breit / June 5, 2023

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom…

Why “Just a Will” Is Never Enough

By Jason Breit / May 29, 2023

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. Indeed, Wills have…

6 Common Mistakes Most Parents (and Their Lawyers!) Make When Naming Guardians

By Jason Breit / March 1, 2023

 If you’ve made one of these 6 common mistakes, not to worry; we have solutions!