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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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Zen and the Art of Estate Planning
We have said a number of times in our blog that Estate Planning will bring you peace of mind, and apparently we aren’t the only ones who think so! In fact, Andrew Flusche believes Estate Planning brings enough peace of mind to warrant an entire blog post about it for Leo Babauta’s blog Zen Habits. […]
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Stale is for Crackers
If you’ve been reading our blog, then you know by now why it is so important to create an Estate Plan. However, you might not yet realize how important it is to review your Estate Plan regularly, and keep it updated. The primary reason to review your Estate Plan regularly is the simple fact that your […]
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The Cure for Back to School Excuses
I just moved my 18-year-old son to his college dorm last weekend. The beginning of September always brings with it a lot of groaning from the back-to-school set. After months of fun and freedom and sleeping late, they have to go back to doing hard things, and boring things. You hear a lot of those […]
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The Lighter Side of Estate Planning
Estate planning isn’t always serious business. Perhaps you’re familiar with this well known joke that was recently emailed to me: When a shy and homely young man found out he was going to inherit a fortune when his sickly father died, he decided he needed a woman with which to enjoy it. So one evening he went […]
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