Giving Peace Of Mind Through Estate Planning
Sending a son or daughter off to college, can be a stressful time for parents. With everything going on in the world today, you want to be sure your child is safe. Having access to medical information about your child if a health crisis arise would be a relief. And, being able to step in and manage your […]
Don’t Lose Your Superpower When Your Child Turns 18
If you are anything like me, if something happens to my son or daughter, I am ready to swoop in as “the Ultimate Protector” – protecting their interests and managing the situation.
Will, Stress And Family Fued
We see it time and time again like a bad rerun, when public figures die with unplanned estates. Family feuds over who gets what are played out in courtrooms across this country from New York to California with lawyers singing all the way to the bank.
Using Family Wealth as a Force for Good
You may not be loaded like billionaire investor Robert F. Smith and have the ability to pay off student loans for an entire graduating class, but you can make a difference with the wealth you steward.
Estate Planning: Getting Beyond the Basics
Estate planning is much more than having a Will or Trust and Powers of Attorneys. If done right, organizing your affairs can help avoid family feuds, loss of assets, reduce taxes,
Financial Bliss After the “I DOs”
It is finally happening! You said YES. RSVPs confirmed. Chapel booked. Bridesmaids are in formation and your dress is hot off Kleinfelds’ rack.
The Vultures are Circling…Is Your Estate the Prey?
Despite the various options available to manage and protect family wealth of all levels, too many of us have taken the stand, “I don’t have much so why plan?
Let’s Talk Wills, Trusts & Estates
When the conversation turns to the preparation of a will or trust, oftentimes people become uneasy and want to change the subject. Others dismiss the matter as irrelevant to them because of their age
To Will or To Trust?
Whether you decide to Will or to Trust depends largely on your goals for planning and of course in many cases your wallet or purse.
Tough Love: Putting Our Financial Homes in Order
Love sometimes requires us to have tough conversations, transparency and judgment free zones with our family, friends and ourselves.