Plan Ahead!

AARP says to head off bickering over your personal possessions, consider supplementing your will with a letter of instruction, an informal document that you can draft yourself. Where there’s a will, there’s a way—and sometimes an ugly family feud. Families are consumed with grief when a loved one dies, but unfortunately certain legal and organizational […]

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A Few Words on Perpetual Trusts

Most people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance about what they want to leave their children, grandchildren and even great-grandchildren. But what about planning for eternity? It seems too long to contemplate. Yet in the last several decades, […]

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Don’t Leave Your Estate Planning To “The Beaver”

  Today’s families are a lot different than Ward and June Cleaver. There are more families today with non-traditional situations than ever before. It is very common in my profession to have clients with same sex marriages, second marriages with assets and children from a prior marriage, as well as families that may look traditional, […]

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Estate Planning for Young Adults

People in their 20s often do not think that they need to worry about estate planning. They plan to live much longer, so they believe there will be time to get an estate plan later. However, you never know when tragedy can strike, so it is important that 20-somethings get estate plans.  Younger adults normally […]

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Lessons from Celebrity Estates in 2014

Important lessons about estate planning can often reach the general public through issues over celebrities’ estates. 2014 has been a busy year for such lessons. Americans are fascinated by the lives and deaths of celebrities. When a celebrity passes away, the public wants to know how his or her estate will be distributed.

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Check Your Estate Planning List Twice, Just Like Santa

During this festive time of year, dwelling on estate planning may seem like a bit of a downer. Yet the end of the year is as good as time as any to take stock of your personal finances and also make sure you have done some proper estate planning. Having your affairs in order will […]

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Advice for Divorce after Age 50

When you’re over 50 and facing divorce from a long-term marriage, coming to a settlement agreement that will safeguard a comfortable financial future is complicated. “Till death do us part” isn’t the case for many Baby Boomers today. “Gray divorces” are occurring more than ever before — the rate for adults ages 50 and older […]

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