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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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Bravo for the Encore Career
We have a lot of posts on our blog about retirement issues; planning for it, saving for it, protecting it. But what if retirement could be not just an ending, but a new beginning? What if retirement was your opportunity to decide anew “what you want to be when you grow up?” Many new retirees […]
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Don’t Let Your Vacation Home Become a Memory
The end of summer is upon us, with many people closing up the summer cottage, and—with wistful backward glances—returning to the hubbub of everyday life. But those happy summer memories, and looking forward to next summer, will keep us going through the winter. And so, to conclude our series on real estate protection and investments, […]
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The Cost of Assessing Your Property
This week’s blog series has focused on real estate and how we as your estate planning attorneys can help you leverage and protect it. But we know that many homeowners right now aren’t concerned so much with protecting their property, but protecting themselves—from the effects of falling home prices. If you are one of these […]
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Real Estate Involves Real Risk
One of the many ways that wealthy families accumulate and keep wealth is through real estate. Despite the ups and downs of the real estate market, the value of real property continues to grow over the long term. Real estate is often considered a comparatively easy way to maintain and grow wealth because it doesn’t […]
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Leverage Unproductive Real Estate
I personally love real estate investments. Real estate also plays an extremely large role in the estate planning process. As mentioned in previous posts, your home (or other real estate holdings) often forms the bulk of your assets, and figures largely in the creation of your family’s estate plan. But real estate can serve as […]
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Books About Aging and Care-Giving to Parents
Many of our clients come to us with questions about Elder Law, and we are happy to be able to share information not only for our elderly clients (about Medicare or Long Term care) but for their children and loved ones as well (about care giving or the plight of the Sandwich Generation.) However, it […]
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Four Reasons Not to Create an Estate Plan (And Why You Should Ignore Them)
I always tell the audience at my seminars that the biggest enemy in estate planning is not the IRS, nor the state, nor conniving relatives. The biggest enemy is procrastination. We know we need to do an estate plan, but we say to ourselves, “I’ll do it next month” or “I’ll do it next year.” […]
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Tips to Get the Most From Your Appointment
We all like to be prepared in new situations, whether it be starting a new job or going to the first meeting of the gardening club. Aside from making for a more comfortable experience, your time is valuable, and the more prepared you are for the adventure, the more you can take away from an […]
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