Blog
What Does the New Healthcare Legislation Mean for YOU?
Everybody knows the latest big news: President Obama’s healthcare reform bill was finally approved by the senate—for better or worse—and although politicians may still be arguing the benefits and evils of the bill across party lines, most Americans are asking one...
How to Choose the Right Nursing Home
A recent article in the New York Times calls choosing a nursing home for your loved one “one of the hardest [decisions] you will ever make;” and yet it is a decision that almost all of us will have to think about eventually (whether for a grandparent, parent, spouse,...
Estate Tax to Again Become an Issue in the House
Could it be that some movement finally happening in the House of Representatives with regards to the estate tax? It looks like it may be, if we are to believe this recent article in Bloomberg Business Week. According to the article, the House Ways and Means Committee...
Protecting Your Parents, Protecting Yourself
Do you need long-term care insurance? You may think you’re too young to think about that quite yet, but what about your parents? If you’re reading this blog it’s likely that your parents are at an age where they soon may need some sort of care, whether that will be...
Sensible… Sentimental… Prenuptial Agreements?
Somewhere between Family Law and Estate Planning lie Prenuptial Agreements. These documents—once avoided at all costs by all but the super-rich as pessimistic or unromantic—are now considered by just about every financial advisor or specialist to be good financial...
EP Update Express™: Workshop Topics for 2010
We are getting ready for our 2010 EP Update Express™ Workshop on April 23, 2010. A Buffet Lunch will be served. Free seats are limited to EP Update Express™ members only. Please pick your top 5 choices and get them back to me ASAP: o 2010 Estate Tax Law...
Ensure Your Wishes for Medical Treatment are Followed: Share Them With Your Doctor
This time of year often involves spring cleaning for many families: reorganizing the closets, clearing the weeds and brush from the yard, and getting rid of all those boxes in the garage or basement. Spring seems to be a time to take stock and start fresh... at least...
Animal Trusts Make Horse Sense
ANIMAL TRUSTS MAKE HORSE SENSE Co-Authors: Ilene McCauley and Wendy Feldman As a horse owner, you are responsible for the care, feeding and everyday maintenance of your animals. You probably don't even think twice about getting out in the morning and the evening to...
Do You Need A Will Or A Trust?
When it comes to estate planning there are two major vehicles for the distribution of property: A will and a trust. Both are very useful tools and can accomplish specific goals—but how do you know which one is best for your family? Which document you will need depends...
5 Ways to Enjoy Planning Your Estate
Creating a will or trust, healthcare documents, powers of attorney, etc., can sometimes seem overwhelmingly sad and serious. Well, the act of protecting your loved ones is very serious, but it doesn’t have to be sad. In fact, planning your estate can sometimes be...
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