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Putting off Your Estate Plan is a Grave Mistake
At a time when the economy is slow and money is tight, many people are looking to save money by cutting back on “unessential” expenses—including estate planning. Although this instinct is understandable, the trend is a disturbing one. Our firm understands the need to dig in during tough times, but […]
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Growing Children Need an Updated Estate Plan
Every parent knows how miraculously fast children seem to grow and develop. So many parents find themselves marveling that their child’s foot ever fit into that tiny set of infant socks, or wistfully packing up the blocks and books their child has outgrown for electronic games or more mature interests. […]
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Forbes.com: The Girlfriend’s Guide to Estate Planning
Women in the United States have a unique set of estate planning needs, not the least of which has to do with the fact that they outlive their husbands by an average of 7 years, and are more likely than their male counterparts to become the family caregiver. So why […]
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Memorial Instructions in Literature and in Life
“The Geat people built a pyre for Beowulf, stacked and decked it until it stood four-square, hung with helmets, heavy war-shields and shining armour, just as he had ordered. Then his warriors laid him in the middle of it, mourning a lord far-famed and beloved.” (From Beowulf, translated by Seamus […]
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Family Milestones
Any parent will tell you that the birth (or adoption) of a child shifts the nature of your thinking irrevocably. One day you look around and discover that your own wants and needs are no longer at the center of your life. We often see evidence of this shift in […]
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Caregiver Agreements Reduce the Burden of Caring for Elderly Family Members
Anyone serving as a caregiver for an aging relative knows that it’s hard work no matter how much you love the person to whom you are providing care and service, and in many cases it can be a severe financial hardship as well. Studies have shown that the child who […]
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How the Future of the Estate Tax Will Impact YOU
The inauguration of Barack Obama is only days away, and many people are curious (to say the least) about what his presidency has in store. We all know there are changes ahead; some you may be looking forward to, and others about which you may be apprehensive. If you’re looking […]
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The State of Estate Tax Under Obama
When President Bush was elected in 2000, one of his campaign pledges was to make the estate tax go away. And Congress did, in fact, pass legislation that would abolish the estate tax. Well, sort of. What the Congress passed, the Economic Growth and Tax Relief Reconciliation Act of 2001 […]
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Beware of a “One Size Fits All” Financial Plan
Most Americans have become aware of the benefits of financial planners, and of having a financial plan of their own. And now with the recent Wall Street crisis, public talk about financial plans and goals (and how yours may be weathering the storm) has become a lot more common. With […]
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4 Common Estate Planning Mistakes
Estate planning can be a touchy subject. Luckily, more and more people are coming to realize just how crucial it is to plan for their deaths, but even knowing its importance, few people want to spend time thinking about it. We understand why people might shy away from it. After […]
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