Estate Planning

• Posted in: Estate Planning

We all like to be prepared in new situations, whether it be starting a new job or going to the first meeting of the gardening club. Aside from making for a more comfortable experience, your time is valuable, and the more prepared you are for the adventure, the more you can take away from an […]

• Posted in: Estate Planning

When you pass away (after a long and happy life, of course) you hopefully have a current estate plan in place to provide for your heirs. However, even if you’ve executed the most intricate plan, there is a transition period after the death of a loved one which consists of gathering paperwork and information, paying […]

• Posted in: Estate Planning

When you imagine leaving your hard earned money as an inheritance to your children or beneficiaries, chances are you imagine it supplementing their income, allowing them to have some of those “little extras,” saving them from having to struggle quite as hard as you did, helping them to take care of their family. What you probably […]

• Posted in: Asset Protection

Recently we have quite a few clients deciding to tie the knot. Do dating and estate planning go hand in hand? They do if you are one of the lucky people finding romance late in life. With people living longer than ever before—and staying healthy and active longer as well—there are more cases of people […]

• Posted in: Asset Protection

On a scale of one to ten, how high would you rate your retirement angst? If you are a woman, you’re likely to rate your worry higher than men rate theirs, according to this new study by MIT AgeLab. This begs the question; are women just more inclined to worry, or are their fears justified? […]

• Posted in: Estate Planning

Just about any estate planning attorney will tell you that the process of creating a plan is almost always initiated by one partner (usually the wife) with the other partner merely along for the ride.  It’s not always easy to get your other half on-board. The fact is that estate planning is best done as […]

• Posted in: Estate Planning

One of the most common questions asked during the process of creating a trust is “Is it better to have an individual or a corporate trustee?” The easy answer to that question is that there is no easy answer. There are advantages and disadvantages to both, and the best choice for your trust will depend […]

• Posted in: Asset Protection

When it comes to retirement plans there is no one-size-fits-all situation. And not all plans are created equal. A traditional family will need a different plan than a blended family with stepchildren; a divorced man will need to plan differently than one who has never been married. How can you know which plan is right for you? The […]

• Posted in: Estate Planning

Parenting is a tough job, with an ongoing list of things to do and never enough time in which to do them.  The school days are laden with frantic employment; lunches and homework, field trips and afterschool activities.  Most parents barely have a chance to catch their breath until they fall into bed at the […]

• Posted in: Asset Protection

There are some people who might question the patriotism of those who would try to arrange their affairs to pay a lower amount of taxes. But how much truth is there in that? Is it unpatriotic to want to work within the limits of the law to reduce the amount of taxes you pay? Everyone will […]