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? […]
Read moreJust 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 […]
Read moreOne 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 […]
Read moreWhen 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 […]
Read moreParenting 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 […]
Read moreThere 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 […]
Read moreCreating an estate plan is a very personal matter, and is usually done privately, with your attorney and with your partner, if you have one. However, there are some circumstances under which estate planning should be a family affair—perhaps even a multigenerational one. Sean Condon writes about when it might be appropriate to include the […]
Read moreAre you planning to pass an inheritance on to your children? Ron Lieber, author of this article in the New York Times, writes that leaving a financial legacy may be more difficult than you think. “With each passing year” Lieber writes, “the pressures on the nest eggs of older people will only grow.” Lieber outlines in his […]
Read moreEstate planning attorneys get asked a lot of questions about how to protect every different kind of family and situation, but the questions that are asked the most tend to be about trusts. The topic comes up so often, in fact, that it is useful to review basic trust information occasionally, as author John Ventura […]
Read moreIf you’re wondering exactly how much you’ll have to put in the bank to live comfortably when you retire, you’re not alone. But it just got a little bit easier. You now have the recently updated retirement calculator and guide, “Taking the Mystery Out of Retirement Planning”, provided by Uncle Sam himself, to help you […]
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