Alzheimer’s Disease Can Take Your Memory AND Your Financial Security

Alzheimer’s disease affects as many as 5.3 million people in the United States; which means it affects as many as 5.3 million families, because Alzheimer’s is a disease that affects everybody it touches—husbands, wives, children and grandchildren—they all bear witness to their loved one’s slow demise. Sadly, emotional stress is not the only stress that… Read More »

What To Do When Your Kids Don’t Like Your Will

In an ideal world elderly parents and their adult children always get along, and when those parents pass away their children quietly and respectfully follow their wishes regarding the distribution of their estate. Unfortunately, we don’t always live in an ideal world, and inheritance and estate planning can often cause tension between parents and children… Read More »

Do Life Insurance or Retirement Benefits Have to Go Through Probate?

We may acquire many assets over the course of our lives now—bank accounts, stocks, real property, life insurance, retirement, and more—it’s almost impossible to know what has to go through probate and what doesn’t. The answer to the question in the title, above,  is “no”; life insurance and retirement benefits do not have to go through… Read More »

5 Goals Your Estate Plan Can Help You Achieve

What is your estate plan all about? Is it about saving your assets from estate tax, or is it about leaving an inheritance for your children? Or is it something even beyond that—providing for your own financial security during your life, thus enabling you to leave a lasting legacy for your family? Estate planning—or what… Read More »

How to Leave Meaningful Mementos to the Next Generation

When clients come into our office to design their estate plans one of their biggest concerns is how to dispose of their tangible personal property. Sometimes clients spend more time determining how to dispose of these personal mementos than they do the big ticket items such as bank accounts, real property, and investments. This is… Read More »