On April 29, 2008, Lori Braunstein introduced the concept of the ethical will. What is an ethical will? While standard wills, trusts, and memorandum take care of passing on your material assets, you have a wealth of non-material values to share with your family as well. An ethical will is a way of passing on these values, family history, life lessons and special messages. In this video, Ms. Braunstein presents the ethical will.

For the video presentation of The Ethical Will click here.

6/2/06 Strategies for Protecting Your Personal Identities from Theft

Presented by Jeffrey Brenner, Esq.

On June 6, 2006 Jeffrey Brenner, Esq joined us for a briefing on personal identity security - data security risks individuals face, different kinds of identity theft and methods of identity protection. Mr. Brenner is the U.S. Director of Operations for Intelysis Corporation. Intelysis is a forensic accounting firm that helps corporate clients and individuals protect their assets, reputation, and image.

For a podcast and handouts from our Identity Theft Event click here.