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Overlooking This Basic Part of Your Estate Plan Can Be Tragic

by Yael Lazar | Feb 22, 2019 | Uncategorized

The recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked, tenet of effective estate planning: In the event of your incapacity or death, if your heirs don’t know how to find or access your assets,...

Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam

by Yael Lazar | Feb 14, 2019 | Uncategorized

Imagine this… You are an elderly grandparent who lives alone. You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she was mistakenly arrested while vacationing in Cancun. She says she needs you to pay...

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