Avoid Confusion in a Crisis with Proper Planning

You might be doing everything you can do to help your aging parents. Often these decisions fall to one child, while other siblings are out of the loop for reasons of distance or other responsibilities. In some families you try to work by consensus, and at the same time, respect your parents’ wishes. This can… Read More »

Divorce Means Separating Estate Plans

During the dissolution of a marriage, it’s easy for our clients to become overwhelmed with all the changes that are happening. They become focused on the immediate problem of dividing financial or property assets and forget about estate and retirement plans that were made in the event of a debilitating illness or death. It’s our… Read More »

Estate Planning Tips for Blended Families

Blended families bring an extra challenge to estate planning. Divorce and remarriage are common occurrences, and often heirs are concerned that they may be forgotten. Here are some tips which may help you resolve some financial concerns in blended families. Consider a prenuptial agreement A prenuptial agreement with a new spouse can protect your goals… Read More »

What If Nobody Wants Your Stuff?

Are you a baby boomer who’s part of the generation of “super collectors”? Have you accumulated fancy dinnerware, furnishings, and decorative objects representing decades of style trends? The number of “family treasures” a person can collect over several decades can be overwhelming! Outside of items you purchased, have you held onto gifts from weddings, birthdays,… Read More »

Don’t Put Off Updating Your Estate Documents

We’ve said it before, and we’ll say it again; and again; and Again! When you put off updating your estate plan, you’re playing a very dangerous game. This sort of procrastination is downright reckless, and often results in a your loved ones facing additional stress, financial loss, and hurt feelings. The Wall Street Journal recently… Read More »

DINKs Need Estate Planning Too

The nuclear family has traditionally been defined as two parents, two-and-a-half children and a house with a white picket fence. It’s been the basis for the American image of “family” since the 1950s. But as they say, the times are a changin’. The American family now comes in every shape, size and color. One demographic… Read More »

Does Your 18-Year-Old Need a Will?

High school graduation season is nearly over. It’s a celebratory time when you are perhaps more mindful about ways to secure the future of your young adult children. This is an excellent time to remind our clients with graduates heading off to college this fall that while most 18-year-olds probably don’t have a will, there… Read More »