Estate Planning, Probate, Power of Attorney Blogs & More

• Posted in: Asset Protection

Recently we have quite a few clients deciding to tie the knot. Do dating and estate planning go hand in hand? They do if you are one of the lucky people finding romance late in life. With people living longer than ever before—and staying healthy and active longer as well—there are more cases of people […]

• Posted in: Asset Protection

On a scale of one to ten, how high would you rate your retirement angst? If you are a woman, you’re likely to rate your worry higher than men rate theirs, according to this new study by MIT AgeLab. This begs the question; are women just more inclined to worry, or are their fears justified? […]

• Posted in: Special Needs Planning

What is the ideal future you imagine for your special needs child when you look ahead? It might look something like the life of Frank Calloway; living to a contented old-age, spending time with memories of the past and engaged in an activity which brings great pleasure and peace. Most of all, looked after by […]

• Posted in: Current Affairs

There has been much noise made in the news recently about Leona Helmsley giving all of her millions to her dogs. But if you leave aside the incredible amount she left, her actions are not all that unusual. There are many people whose definition of family includes a beloved pet; and for those people, providing for […]

• Posted in: Estate Planning

Just about any estate planning attorney will tell you that the process of creating a plan is almost always initiated by one partner (usually the wife) with the other partner merely along for the ride.  It’s not always easy to get your other half on-board. The fact is that estate planning is best done as […]

• Posted in: Estate Planning

One of the most common questions asked during the process of creating a trust is “Is it better to have an individual or a corporate trustee?” The easy answer to that question is that there is no easy answer. There are advantages and disadvantages to both, and the best choice for your trust will depend […]

• Posted in: Business Planning

“Happiness is having a large, loving, caring, close-knit family . . . in another city” — George Burns I just returned from a nice visit with my parents and brothers who live in beautiful San Francisco area. To those who start hyperventilating at the mere thought of a family reunion it’s almost inconceivable that there […]

• Posted in: Asset Protection

When it comes to retirement plans there is no one-size-fits-all situation. And not all plans are created equal. A traditional family will need a different plan than a blended family with stepchildren; a divorced man will need to plan differently than one who has never been married. How can you know which plan is right for you? The […]

• Posted in: Estate Planning

Parenting is a tough job, with an ongoing list of things to do and never enough time in which to do them.  The school days are laden with frantic employment; lunches and homework, field trips and afterschool activities.  Most parents barely have a chance to catch their breath until they fall into bed at the […]

• Posted in: Asset Protection

There are some people who might question the patriotism of those who would try to arrange their affairs to pay a lower amount of taxes. But how much truth is there in that? Is it unpatriotic to want to work within the limits of the law to reduce the amount of taxes you pay? Everyone will […]