Memorial Instructions in Literature and in Life

“The Geat people built a pyre for Beowulf, stacked and decked it until it stood four-square, hung with helmets, heavy war-shields and shining armour, just as he had ordered. Then his warriors laid him in the middle of it, mourning a lord far-famed and beloved.” (From Beowulf, translated by Seamus Heaney) Funerals get great coverage… Read More »

Senior Issues on the Silver Screen

It’s that time again, and the news sources are all aglow with coverage… no, not the inauguration—the Oscars! This isn’t something we’d normally talk about on an estate planning blog, but one of the top contenders this year is ‘The Curious Case of Benjamin Button’ (receiving 13 nominations in all); a movie about a man… Read More »

Family Milestones = Estate Planning Milestones

Any parent will tell you that the birth (or adoption) of a child shifts the nature of your thinking irrevocably. One day you look around and discover that your own wants and needs are no longer at the center of your life. We see evidence of this shift when planning for parents of young children,… Read More »

The State of The Estate Tax Under President Obama

When President Bush was elected in 2000, one of his campaign pledges was to make the estate tax go away. And Congress did, in fact, pass legislation that would abolish the estate tax. Kinda. Sorta. What they passed, the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGGTRA),  enacted a series of increases in… Read More »

Beware of a “One Size Fits All” Financial Plan

Most Americans have become aware of the benefits of financial planners, and of having a financial plan of their own. And now with the recent Wall Street crisis, public talk about financial plans and goals (and how yours may be weathering the storm) has become a lot more common. With all of this, it may… Read More »

4 Common Estate Planning Mistakes

Estate planning can be a touchy subject. Luckily, more and more people are coming to realize just how crucial it is to plan for their deaths, but even knowing its importance, few people want to spend time thinking about it. We understand why people might shy away from it. After all, estate planning deals with… Read More »

Could YOU Be A Trust Fund Baby?

It used to be that trusts were for the wealthy. Those who had inherited money in trust were often labeled “trust fund babies,” and these were the people who had everything paid for and worried about nothing. This is no longer the case. Trusts are used by the middle class more and more, as a… Read More »