» Estate Planning

Remarry, Re-Plan

Remarry, Re-Plan

While we read reports that the divorce rate has declined over the past couple of decades, it has actually doubled for couples over age 50. A few things to keep in mind regarding your estate plan upon a remarriage: Protecting both your new spouse and… Read More
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Getting It Done

Getting It Done

Covid-19 has us all on edge. One way that I see this anxiety play out is in the increased number of calls we’re receiving from people interested in implementing or updating estate planning documents like wills, trusts and powers of attorney. One fr… Read More
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A Gift That Truly Keeps o…

A Gift That Truly Keeps on Giving

I often meet with estate planning clients who want to help their children, grandchildren, or other young ones out financially. It’s usually through gifts for education or health-related needs, or perhaps with money to buy a home or car. No client h… Read More
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Thinking Outside the Box

Thinking Outside the Box

Covid-19 is causing anxiety on just about every level. One way I see it playing out is in people preparing their own estate plan documents because they fear the worst should they catch the virus, but they think the “stay home, stay safe” orders p… Read More
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Planning in the Time of C…

Planning in the Time of Coronavirus

During this time of the Coronavirus outbreak, one thing is certain: nothing is certain. As we know, everyone is susceptible to the virus and anyone could be facing possible hospitalization in these worrisome times. But before you’re facing a medica… Read More
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The Little Things in Life

The Little Things in Life

When planning the distribution of your estate, smaller, tangible personal property items can cause more difficulty than larger, even more valuable assets. Sentimental items can lead to family disputes and possibly litigation, which might rack up lega… Read More
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Spreading Awareness

Spreading Awareness

Did you know that in 2008, Congress declared the third week in October as National Estate Planning Awareness Week? Estate planning is a critical component of financial planning but is often overlooked or pushed off for “another day.” It has been… Read More
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The Resurgence of Prenups

The Resurgence of Prenups

Prenuptial agreements (also referred to as antenuptial agreements) are contracts entered into by a couple before marriage that determine in advance the relative rights of the individuals to assets and support in the event of death or divorce. While i… Read More
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Back to School, Back to B…

Back to School, Back to Basics

It seems like it was not that long ago that we were wondering if spring would ever arrive. All too quickly, and with back-to-school sales in full swing, it is clear that summer is on the wane (high temps and humidity notwithstanding). If you have col… Read More
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Keep Me Logged In

Keep Me Logged In

While developing your estate plan, a best first step is to identify your online accounts. And that’s a perfect time to consider the security and storage of your passwords as well. Most people don’t have hard copies of account statements anymore b… Read More
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