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Give From Your Heart But Use Your Head – Part Two
INTRO: In Part One of this series, we spoke about how easy it is to make a mistake about the timing, type and/or amount of a prospective...
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Give From Your Heart But Use Your Head – Part One
INTRO: During the holidays, generosity is widespread. Many people make gifts to loved ones and charities. On the surface, gift-giving is...
FYI: The Estate Planning “Game” – How the Rules Work
INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...
FYI: Procrastination – Science and Remedy
INTRO: During the course of my 22 years of practicing law in the estate planning arena, a large percentage of my clients communicate that...
ESTATE PLANNING: What You Need at a Glance
Nearly every legal adult should have a comprehensive estate plan. At a minimum, this should usually consist of a Will; Power of Attorney;...
ESTATE PLANNING: What to Do With Your Digital Legacy
In our increasingly digital world, we are facing new questions about what to do with our social media, websites and Internet applications...
ESTATE PLANNING: The New World of Digital Legacy
In our increasingly digital world, we are facing new questions about what to do with our social media, websites and Internet applications...
Estate Planning Strategies for Blended Families – Part Two
In Part One of this series, we discovered that estate planning for blended families can be complex, sensitive and difficult. Here are...
ESTATE PLANNING QUESTION: How Does Long Term Care Fit In?
INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...
Estate Planning No-No’s! - Part Two
INTRO: In Part One of this series, we talked about some of the common mistakes people make in the estate planning arena. Here are more...
Estate Planning No-No’s! - Part One
INTRO: It has been a while since I have written about common mistakes people make in the estate planning arena. I think it’s instructive...
ESTATE PLANNING NEWS: Asset and Family Protection
INTRO: Here’s a subject that both intrigues and confuses many people – asset protection. This article focuses on practical steps you can...
Estate Planning Myths
Today’s article covers common estate planning myths. You can likely debunk many of these myths without my help. Nevertheless, I hope each...
ESTATE PLANNING: Myopia Can Be Hazardous
INTRO: Well intentioned people are frequently short-sighted when it comes to estate planning. In this article, I’ve highlighted a few...
ESTATE PLANNING: It Really Is All About Your Health
INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...
ESTATE PLANNING: How to Use Your Estate Plan to Pass on Values
INTRO: Here’s the story of a special project I completed for a client some months ago. My client is a young father – I’ll call him Curt....
ESTATE PLANNING: How Does Long Term Care Fit In?
INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...
Estate Planning for IRAs – Part Two
INTRO: In Part One of this series, we discussed how the rules related to inheriting an IRA are often shrouded in mystery. Here is more...
Estate Planning for IRAs – Part One
INTRO: Many people have a significant portion of their wealth in their Individual Retirement Accounts (IRAs). Yet, the rules related to...
Estate Planning Strategies for Blended Families – Part Two
In Part One of this series, we discovered that estate planning for blended families can be complex, sensitive and difficult. Here are...
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