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Estate Plan Essentials Part 2: Financial Powers of Attorney
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 […]
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Estate Plan Essentials Part 1: Division and Distribution
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 […]
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“A Bird in the Hand is Worth Two in the Bush”
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 […]
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Risky Business
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 […]
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Pay It Forward
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. […]
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All the Knowledge At Your Disposal
“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 […]
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Leaving a Legacy to Your Child
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 […]
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Without A Net
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 […]
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When a Trust Isn’t Quite Enough for Your Special Needs Child
A Special Needs Trust (or “SNT”) is a wonderful—and necessary—tool to protect your Special Needs Child’s public benefits, to protect their inheritance, and to provide them with the extra funds they will need to have a home and food and clothing. But some parents still think it’s not enough. They know that something more is needed if […]
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Bringing Special Needs to the Forefront
Regardless of your political leanings, it is undeniable that the nomination of Sarah Palin as the Republican Vice Presidential candidate has brought the issues and concerns of parents of special needs children into the limelight. Here at our office, we think that any media attention given to special needs families is for the better. Most […]
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