Blog
Philip Seymour Hoffman’s Will: 3 Critical Mistakes
Oscar-winning actor Philip Seymour Hoffman died from a drug overdose in February 2014. Sadly, he left behind three young children – and…
Providing for Your Parents in Your Estate Plan
If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a…
Long-Term Care Planning, Part 1 A Central Requirement
Health care has been the topic of discussion lately, but the greatest threat to your financial health is long-term care. This is the kind…
How to Make a Family Meeting a Successful Part of the Estate Planning Process
You have made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations,…
How to Make a Family Meeting a Successful Part of the Estate Planning Process
You’ve made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you’ve…
VALUES, VISONS AND A PLAN
Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their…
How to Leave Assets to Adult Children
When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most…
Special Needs Planning – Special Needs Trust
A Special Needs Trust is a trust that can supplement the needs of a special needs beneficiary while allowing the beneficiary to…
The Value of Having a “Plan” in Estate Planning
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best…
VA Benefits For Long-Term Care of Veterans and Their Surviving Spouses
Many wartime veterans and their surviving spouses are currently receiving long-term care or will need some type of long-term care in the…
