Estate Planning

How Do I Get My Financial Affairs In Order?

Posted on: January 7th, 2013
Clients often tell me they are wanting to “get their affiars in order” so their spouse or children do not have to worry about it later....

We Have a Blended Family, What Do We Need To Consider When It Comes To Estate Planning?

Posted on: November 26th, 2012
Blended families face some interesting challenges when it comes to estate planning. Often, the parents have a hard time deciding to how to provide for their “new” family while still providing for their own children. This week, I want to show some common scenarios that blended families often face....

What to do with Inherited IRAs

Posted on: November 15th, 2012
RAs are among the largest assets inherited by heirs and beneficiaries. These accounts have been able to grow to such large amounts because income taxes are deferred until the owner begins...

I Am A Business Owner, How Do I Transfer My Business To My Descendants?

Posted on: July 16th, 2012
For those of you who own a business, have you given any thought to how that business will be transferred to others in the future? How will you ’pass the baton’ to those who will carry it on after you retire?...

My Spouse (or Parent) Seems To Have Periods of Forgetfulness or Dementia, What Do I Need To Do?

Posted on: July 5th, 2012
Due to our aging population, more and more people are suffering from some level of forgetfulness or dementia. Often, there is not an actual diagnosis by a physician, but the spouse or child of the person begins to notice that their loved one may at times seem confused, or forget something that was once well known....

Can I Include Charitable Giving In My Estate Plan?

Posted on: June 27th, 2012
For many people, charitable giving is an important element of their overall estate plan and there are several different ways you can structure your plan to include charitable gifts....
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