Blog
When is the Best Time to Plan Your Estate?
The estate tax laws of the past few years have been so inconsistent that many people are still “waiting for things to even out” before they create (or update) an estate plan. This wait-and-see approach seems perfectly reasonable on the surface; after all, nobody wants...
Plan Ahead to Avoid Court-Ordered Conservatorship
Young adults are often urged to plan ahead and take control of their future; whether that means getting good grades and planning for college, searching for internships in their career area of interest, or saving money for the day when they are out on their own. Older...
Death of Steve Jobs Saddens the World
The recent death of creative visionary and Apple co-founder Steve Jobs saddened the world. News of his death traveled like wildfire, and had the online social networks humming with tributes, memorial posts, and sentiments of grief. Mr. Jobs was very private about his...
How to Cope After the Death of a Spouse
Losing a spouse may be one of the most difficult life events that any of us have to deal with. A spouse is a parenting partner, a co-CFO, a best friend and a beloved soul mate. Losing the person who supports you in so many ways can create an emptiness which can be...
Facing the Challenges of Caregiving as a Family
As senior issues and caregiver concerns get more media attention, more and more families are making the question of who becomes mom or dad’s primary caregiver a family decision. Although one sibling may still take on the role of “primary caregiver,” families are...
Goldinov & McCauley, PLC Joins WealthCounsel® Colleagues in Promoting National Estate Planning Awareness Week, October 17-23, 2011
NEWS RELEASE Scottsdale, Arizona, Oct. 1, 2011- Ilene L. McCauley, Esq. of Goldinov & McCauley, PLC announced today that she is joining her colleagues at Wealth Counsel in a public relations campaign to showcase National Estate Planning Awareness Week, October...
The Pros and Cons of a Crummey Trust
If you are looking for a reliable way to leave financial gifts to family members you may find that a Crummey trust is the right estate planning strategy for your family. A recent article in the Wall Street Journal explains that “Crummey trusts are used in many...
When “Equal” is not Always “Fair”
Every parent wants to be fair to their children; avoid showing favoritism, give each the same advantages, and eventually leaving each a fair and equal inheritance. But every parent also knows that there are times when equal is not always fair—a dilemma that is often...
Three Estate Planning Documents You Need During Your Lifetime
There are a number of very important documents in your estate plan which come into play after your death, but as this article in Forbes reminds us, there are two or three estate planning documents that are of the utmost importance while you are still alive: your...
“The Little Things:” Leaving Cherished Personal Items to Heirs
When most people think about estate planning they think about how to leave financial assets—savings, retirement accounts, investment assets, or large assets such as a home—to their children, grandchildren or other loved ones. But our firm knows that estate planning is...
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