Reasons to Establish a Trust (and Being Rich Isn’t one of Them)
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate…
Surprising Statistics on Incapacity – the need to plan
Brrr! It’s cold out there. All the more reason to stay inside and take care of indoor projects. This week I enjoyed the warmth of my office while I listened to a…
Why You Should Get Estate Planning Off Your To-Do List in 2015
There are many goals most of us want to accomplish in life, and some of the most important ones center on family and money. Here is what a thoughtful estate…
Happy New Year!!
I am so grateful to be able to help people take care of their families. It is really an honor to be let into your life to understand your concerns and…
The Legal Planning You Need to Do for Your High School Graduate
If you’re the parent of a high school graduate this year, congratulations! You have put in a lot of time and effort toward their earning that diploma, and whatever their…
Stepping Up to Greater Independence
I hope you are all doing well and enjoying the beginning of summer! My kids finished school last Tuesday morning with my younger one participating in an End of Year…
Getting the Right Things Done!
My older son turned 8 last week. His birthday started like every other morning. He said he didn’t feel great: headache or allergies or a runny nose. I told him if he felt…