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Estate Planning and Probate
Five Clues That it's Time to Update Your Estate Plan
Posted on: March 31st, 2017
To help clients and their financial advisors spot situations that might trigger the need to update their documents, I've prepared five conversation starters....
Your Funeral Wishes − Your Way
Posted on: February 7th, 2017
Do you have specific ideas about how you would want your life celebrated? We encourage our clients to think through all the options....
The Presidential Candidates, the Federal Estate Tax, and the Capital Gains Income Tax
Posted on: November 8th, 2016
What plans does Donald Trump have for the estate tax versus Hillary Clinton? How do the plans differ compared to the current rules?...
6-Step Estate Planning Checklist for 2017
Posted on: November 7th, 2016
We have prioritized a checklist summarizing what we consider to be “6 very important action items.”...
Greed or Passive Opportunism? Financial Exploitation of the Elderly an Unfortunate Reality
Posted on: October 30th, 2016
Who are the perpetrators? It could be anyone. They can range from caregivers, home repair scams and handymen, to family members and “institutional perpetrators” such as professional advisors, trustees, and church ministers....
Financial Literacy in Working Women Improves While Knowledge Gap Persists for Female Retirees and Widows
Posted on: August 2nd, 2016
Recent studies reveal that financial capability among working women is improving, but closing the financial literacy gap has a long way to go as it relates to retired women and older widows....