Monthly Archives: October 2024
Do I Need a Pour-Over Will in Palm Beach County?
While exploring the various estate planning options in Palm Beach County, you may have come across the term “pour-over Will.” Like many estate planning concepts, the phrase might seem somewhat daunting. However, the underlying mechanics are relatively simple, and a pour-over Will could be highly beneficial for numerous families. How do you know whether… Read More »
Giving Back… The Ultimate Investment
Recently, I was invited by Dr. Sheryl Gee with Leadership Matters and The Voice America Business host, Jenni Frumer, along with Neil Newstein to discuss the benefits of “volunteering in your community”. Neil Newstein is CEO of Ferd & Gladys Alpert Jewish Family & Children’s Services and Levine Jewish Residential Services here in Palm… Read More »