A family vacation home—whether it’s a summer house on the beach or a winter skiing bungalow in the mountains—can be just the thing that brings a family together. Unfortunately, it can also be just the thing that tears a family apart when parents pass away and the time...
Blog
Beware of Mistakes in Your Old Estate Plan
Do you already have an estate plan? Or perhaps you don’t have an estate plan per se, but over the years you’ve collected all of what you feel are the necessary documents to provide security and protection for your family and your assets after your death? Well, you may...
Women and Finances: Looking at Money from a Different Angle
We’ve all read the disquieting statistics about girls and math: That they’re less likely to participate in math and science in school, and that they’re less likely to choose one of these as a major in college. Happily, great strides have been made by girls in these...
Don’t Forget the Final (And Crucial) Step to Setting Up Your Trust
Once you’ve worked with your attorney to create the perfect trust to protect your family, you’ll need to re-title any assets you’d like to be protected into to name of your trust. This is called Funding. Funding a trust is not difficult at all, but when you don’t know...
3 Steps to Help Protect Your Family and Your Future in 2012
We all want to ensure our loved ones are protected and provided for, but sometimes the process of doing so can appear overwhelming, and prevent you from even taking the first steps. When it comes to protecting your family and your future with an estate plan, the...
New Year’s Resolutions: Protecting Your Minor Children
Parents of young children always seem to be busy, and we know that it can be difficult to find the time to think about something that you hope will never happen. With all the “To Do’s” and distractions out there, too many parents simply avoid thinking about a will,...
New Year’s Resolutions: Taking Control of Your Health in 2012
Without a doubt the most frequent and popular New Year’s Resolutions made each year have to do with health. People resolve to exercise more, to lose weight, to eat better, etc. But far too few people are aware that in addition being healthy in body and mind, there are...
New Year’s Resolutions: Achieving Your Financial Goals for 2012 and Beyond
As the old year draws to a close and the new year approaches, many people are taking the time to reflect on 2011 and look forward to 2012, making the traditional New Year’s Resolutions for the year ahead. Many of these resolutions will be very personal—having to do...
Could A Trust Be Good For Your Family?
The answer to the title question is that just about every family can benefit from a trust. The rich and famous tend to utilize trusts because of the privacy they provide, the long-term asset protection, the tax benefits, and their flexibility; but each and every...
The Smart Way to Leave an Inheritance to Unprepared Children
Most parents (even parents of adult children) want to provide for their children—but not necessarily right away, and maybe not all at once. According to a recent article in Barron’s, “A growing number of parents are shunning the time-honored practice of handing big...
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