According to a Bankrate.com poll, 36% of Americans of all ages have not begun saving for retirement—including a rather shocking 25%+ of the 50-64 year-olds surveyed. Of course there are many uncontrollable reasons why people are financially unprepared—losing their job to the recession, an obsolete skill set, disability or runaway medical expenses.
Read More »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 […]
Read More »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, […]
Read More »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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