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When you Divorce Later in Life
July 7th, 2016
In a perfect world, splitting the assets of a marriage would be a relatively pleasant and somewhat uncomplicated process. Unfortunately, this is rarely the case. More often than not, this process becomes even more difficult when a couple decides to d…
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Categories: Divorce
Putting Retirement Assets to Work
June 7th, 2016
Abraham Lincoln once said, “The philosophy of the school room in one generation will be the philosophy of government in the next.” Consequently, many parents and grandparents value higher education and want to help pay for the college costs of th…
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Categories: College Savings
When Should You Plan Your Estate?
May 12th, 2016
Did you know yesterday is history, tomorrow is a mystery and today is a gift, which is why we call it the present? Anything can happen to any one of us at any time and in any place. Cars crash, strokes strike and each of us has a date with potential…
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Categories: Estate Planning FAQ
The Difference Between Guardianship & Power of Attorney
April 12th, 2016
Remember the old Fram® oil filter TV commercial from the 1980s? The tag line was, “You can pay me now… or you can pay me later.” The idea behind this old TV spot is that taking precautions, being proactive and preparing for the future will sav…
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Categories: Estate Planning FAQ
What Tax-Savvy Givers Know
March 10th, 2016
Are you a charitably-minded taxpayer who wants to wring every possible tax benefit available under the Internal Revenue Code (IRC)? If yes, then first confirm that the charities soliciting you are legitimate charities or your contributions will not b…
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Categories: Tax Planning
The Daughter Syndrome
February 10th, 2016
Are you a wife, mother, grandmother, or aunt? Chances are you may be in one or more of these important family roles at some time in your life. Traditionally, women are the nurturers and caregivers in their own families and in our society at large. As…
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Categories: Elder Law
Asking the Right Questions
January 12th, 2016
Are you, or someone you know, beginning the search for an estate planning attorney? If yes, then congratulations! So, where do you go from here? What Not to Do Do you simply start calling random local attorneys from the phone book and ask how much ea…
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This Close to a Clean Get-Away
December 10th, 2015
So, you have spent many days, nights, weekends, and holidays building your family business – not to mention blood, sweat, and a few tears. While others were working regular hours and punching a time clock, you were taking care of customers, meeting…
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Categories: Business Succession Planning
Your Estate Plan Decoded
November 10th, 2015
Have you ever notice how every field of study, business or professional discipline has its own language? Typically, this “insider” vocabulary conveys rather elaborate concepts in a word, phrase or acronym. So it is with estate planning. While wha…
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Categories: Estate Planning FAQ
There’s No Place Like Home
October 6th, 2015
Are you (or a loved one) age 65 or older and living at home? If yes, then you probably share the sentiment of Dorothy when she famously declared “There’s no place like home” in the classic film The Wizard of Oz. This is especially true as we ag…
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Categories: Elder Law
