Estate Planning, Probate, Power of Attorney Blogs & More

• Posted in: Estate Planning

The current state of the economy may be putting us all in a tight squeeze, but no cloud is without its silver lining, as Anne Tergesen points out in her Wall Street Journal article. The silver lining in this particular cloud is that the depressed economy and sinking stocks offer an unmatched opportunity to pass […]

• Posted in: Estate Planning

The final post in our series focuses on the part of your Estate Plan having to do with healthcare. This is the section that is likely to change most often, and will require the most frequent review and update. The backbone of the healthcare portion of your Estate Plan is of course your Advanced Health […]

• Posted in: Estate Planning

This second in our three part series focuses on the financial portions of your Estate Plan, listing the documents that give your trustees and agents the financial powers they need to manage your finances in your absence. Generally, once you decide who will manage your money when you can’t, and who will get what when […]

• Posted in: Estate Planning

When the time comes each year to review your estate plan, the thought of looking through all that paperwork and legal language can be daunting. But the job can be made easier if it is broken down into parts to be reviewed one at a time. Every complete estate plan can be divided into at […]

• Posted in: Current Affairs

Born and raised in Taiwan until I was 17 years old, I’ve always been fascinated by American idioms like the one in the title, idioms that we take for granted until something like the mortgage crisis and rapidly dwindling stock market puts it all back into perspective for us. The current financial crisis has touched […]

• Posted in: Business Planning

It takes a certain type of person to be a successful small business owner; someone resourceful, optimistic, and willing to work hard and take risks. People with these qualities aren’t going to feel daunted by a recession or slow economy.  In fact, some will even look with relish upon the challenge it presents.  One recent […]

• Posted in: Asset Protection

I just returned home from our monthly estate planning workshop. One of the concerns voiced by the audience is the difficulty in finding a good financial advisor. In today’s economic climate, when it’s all but impossible to be sure of your investments, it is more important than ever to have confidence in your financial advisor. […]

• Posted in: Estate Planning

“The rise of the internet, along with thousands of health-oriented websites, medical blogs, and even doctor-based television and radio programs, means that today’s patients have more opportunities than ever to take charge of their medical care.” So begins Tara Parker-Pope’s article in the New York Times entitled You’re Sick. Now What? Knowledge Is Power. If […]

• Posted in: Estate Planning

As an estate planning attorney and the mom of the wonderful “kid” in the picture, I meet a lot of parents with the same concern: they want to leave a legacy for their children, but they worry about the repercussions if the children are given too much financial obligation before they are mature enough to […]

• Posted in: Business Planning

Small business owners are some of the hardest working people I’ve ever met.  They not only take their work and their clients seriously, they take them to heart . . . sometimes to their detriment. Yes, hard-working small business owners can take on too much.  They give up family time and workout time; they lose […]