The Girlfriend’s Guide to Retirement Planning
There is a joke about women and retirement in which a mother turns to her child and says something along the lines of “after all I’ve done for you; I expect you to keep me in the style to which I plan to become accustomed when I’m old.” The quip may well make you chuckle, […]
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Sibling Rivalry Goes Too Far
My son goes to college in Arizona. A disturbing precedent is being set there, where a group of siblings are having a court battle over their mother’s estate… while she’s still alive! Family members fighting over inheritance is a sad situation, but not unusual. In fact, it probably happens more often than you may think; […]
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Lincoln and Estate Planning
We just celebrated Presidents’ Day this week. Unfortunately when President Abraham Lincoln passed away on April 15, 1865 he left his family at the mercy of the state laws of inheritance and succession—because he died without a will. It is hard to imagine how Lincoln could have neglected this; after all, he was a statesman […]
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How to Get the Perfect Retirement Home—and Get it Now
It has been said that the best investment one can make is in land; real estate. this is especially true now, when housing prices are at an all time low, and even more true if you are in a position to begin thinking about your retirement—and your retirement home. While some people are worriedly watching […]
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Autistic Adults: When Your Child Needs You as Much at 50 as She Did at 5
Every parent’s first priority is making sure that their child is provided for; that is by far the main issue that brings young couples into our offices, especially if that child is underage—they want to insure that their child will be safe and cared for if that tragic “what if” scenario should ever come true. […]
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Advance Business Planning is the First Step to Success
Big corporations may be laying off employees in distressingly record numbers, but big corporations are not the only employers in the U.S.—as long as we have our small business community, all may not be lost. According to this article on Reader’s Digest.com, small businesses are taking the economic downturn in stride, and in some cases […]
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The Financial Diet
Towards the beginning of the year most people make resolutions having to do with diet or finances—or both. But what if you combined the two and put yourself on a financial diet? This is exactly what Ron Lieber is suggesting in his February 6 article in the New York Times. As Lieber points out, because […]
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Do-It-Yourself Estate Planning? Don’t!
Is the budget too tight to pay for an expensive estate plan right now? Why not do it yourself? How hard could it be? Actually, it can be very hard—hard on your wallet when it costs you thousands of dollars to fix the mistakes in the plan you made; and especially hard on your heirs […]
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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 what you may not realize […]
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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. It is cliché to say […]
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