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Featured Article
How to Make Your Estate Plan Easy to Administer
“I want to make my [child’s, spouse’s, niece’s, friend’s] life easier.” This is the one of the most common reasons my clients list for why they want to create an estate plan. With the holidays just around the corner, now is the perfect time to review your big blue binder and ...
A client recently asked me for advice on how to write an obituary. Having no idea, I consulted my father-in-law, Dave Callahan, who spent most of his ...
Now that summer is winding down, we can reflect on the year’s events and look forward to finishing it out with happiness and success. With that said, ...
Most of our clients are prudent and fortunate enough to have set aside an emergency fund. A recent study by the Federal Reserve indicated that most ...
Alzheimer’s effects millions of people, not just those dealing with the disease, but also their family members. This article looks at the effect that ...
Please take a moment to read this article. It examines the startling difference between end of life decisions doctors make for themselves, versus the ...
Do I have enough savings to last my lifetime? We get these questions from clients all the time. The short answer I give is to talk to your financial ...
Many people foolishly believe one estate plan, without subsequent reviews and edits, is sufficient for their needs. In many instances this results in ...
The duties of an executor of an estate are equivalent to a full-time job. Unfortunately, this is not an easy process where beneficiaries can receive ...
The recent and unexpected death of conservative Supreme Court Justice Antonin Scalia has put significant pressure on Congress and thrown quite a curve ...
Clients often ask me about Donor Advised Funds. Donor Advised Funds are a great alternative to family foundations and charitable trusts for those who ...
The attached article talks about a business man and Holocaust survivor, at his passing his estate was worth almost $40 million. This individual had no ...
Estate Planning is not just for the super wealthy. We all need to have the tools in place to ensure that our wishes are met. Read the attached article ...
For those approaching retirement, a common New Year’s resolution is to knuckle down and finally learn how their Social Security will work. A recent ...
It is important for all adults to have at least a basic estate plan, regardless of age. The basic estate planning essentials for all persons over the ...