Sadly, a few of our clients have recently passed away. “The death of a loved one imposes cruel demands on the closest survivors.” The truth of that statement from this article in moneywatch.com is known to anybody who has lost a close friend or family member. We’ve written a lot on our blog about going […]
Read moreWe’ve all been learning a lot more lately about economics and investment practices than we ever thought we would… but do these lessons from the global economy transfer to the family circle? Studies have shown that most families have one person who takes care of all the finances: paying the bills, setting aside money for […]
Read moreShakespeare wrote about the seven ages of man, in which he describes the human journey from helpless child to adult and back to helpless child again: “…Infant, schoolboy, lover, soldier, justice, pantaloon, and second childhood, ‘sans teeth, sans eyes, sans taste, sans everything’”. Anyone who has had to watch as their parents age knows how […]
Read moreOn the Fourth of July we look to our nation’s history and appreciate the people and events of the past that have brought us to where we are today. In that spirit of reflection, we offer on our blog this holiday weekend some of our nation’s history as relates to estate planning: the last wills […]
Read moreI am pleased to share with you that I am one of the featured authors in a new book published by the Wealth Builders Press, entitled Estate Planning Strategies, Collective Wisdom and Proven Techniques. This book is informative and accessible, and has been described by one reviewer as “an invaluable resource and ‘must-have’ for both […]
Read moreWith the US housing market continuing to struggle, Congress passed a comprehensive bill designed to curb foreclosures and to extend additional credit to two of the nation’s leading mortgage lenders. On July 30, President Bush signed the measure into law. Some of the key provisions of the bill include the following: – $300 billion in […]
Read moreIf you’re like me, you probably have “To Do” lists filled with tasks like ‘pay the bills’ or ‘wash the car’, but how many of those lists evoke a feeling of heavy obligation rather than pleasant anticipation? If you were to take your list of “Things to Do” and add onto the end of it […]
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