January 15, 2018
Header Start The New Year Right

Start The New Year Right With an Estate Plan

New Year, New Goals, New Plan If you find yourself making the same old resolutions this year and want to focus on something with a greater purpose, how about an estate plan to ensure that your family isn’t left with a hefty burden due to your disability or death? One […]
December 19, 2017
Family Meeting Header

The Family Meeting: A Crucial Part of Your Estate Plan

When creating an estate plan, there are many options available to you that will help ensure all your assets are protected: a designated executor, Power of Attorney, Health Care proxies, revocable trust, life insurance, and so the list goes on. Once your plan is complete and all documents are in […]
December 1, 2017
Revocable Trust Header

Revocable Living Trust

We want to control our assets for as long as we are able. When the time comes to turn that control over, we want someone we trust to oversee and manage our affairs according to our wishes. Ideally, this process would take place as efficiently as possible, with little to […]
November 8, 2017
5 Key Elements

Five Key Elements of an Estate Plan

A good estate plan is comprised of five key elements: Will, Trust(s), Power of Attorney, Health Care or Medical Directive and Beneficiary Designation. Will A will is a legally binding document that directs who will receive your property and assets after your death. It names an executor – the person […]
October 18, 2017
Estate Planning

Estate Planning

Your estate is comprised of everything you own— your home, car, checking and savings accounts, 401ks, pensions, retirement accounts, investments, life insurance, furniture, copyrights, intellectual property, personal possessions and the list goes on. So, what happens to all of it should you become disabled or when you die? It is […]
August 28, 2017

When It Comes To Minors Inheriting IRAs, We Need To Be Careful!

Sometimes, we are our own worst enemy.  Parents worry that about have minors receive an inheritance and think that giving the money to adult, such as an aunt or uncle, to manage for the child, is the solution.  Wrong!  It just creates problems.  Here is the most recent scenario: a […]
August 15, 2017

You Need To Know Your Parents Plan for Medical Decision-making

If you know what your parents' wishes are when they are hospitalized, you will experience a lot less stress.  I had a client call me to get support when his father was hospitalized unexpectedly.    His Read More...
August 15, 2017

What the New Tax Law Means to You

As you probably know, Congress avoided the so-called fiscal cliff by passing – at the 11th hour – the American Taxpayer Relief Act of 2012 (the 2012 Tax Act), signed into law by the President on January 2, 2013. The 2012 Tax Act makes several important revisions to the tax Read More...