Our newsletters cover a range of topics on elder law, estate planning, and probate. We hope you will enjoy reviewing old copies and be sure to sign up to receive new ones.
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New credit card rules, and how to take advantage“The Card ACT” brought some new credit card rules in play, and I wanted to give you a “heads up” about the changes which affect YOU.
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Are you raising financially savvy kids?It's difficult to meet with a family who doesn’t have the confidence they wish they could have about how their children will handle finances down the line.
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Getting the RIGHT long term care – Making the visit in-personContinuing a series that will give you some thoughts on what to look for when you check out a nursing home facility in person.
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Do you have these 5 essential documents?Some families openly share financial information with one another, others consider those figures dark secrets. I recommend openness and suggest an annual review of these 5 documents.
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Getting ready for tax timeEven if you’re working with a CPA or tax professional, it’s just a big pain to gather all of your tax documents. Here's a checklist to make sure you don’t miss anything.
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Estate tax ‘repeal’ directly affects married couplesBecause of these tax changes, everyone, especially married couples, should have their estate planning reviewed ASAP.
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Break the chains of debtAfter the holidays, the bills come in and regular families are staring at some debt. I’ve put together some strategies for beating back that debt.
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Jimi Hendrix, Flo-Jo, Princess Di…and youWhat’s interesting about these celebrities is that each one of them made some major mistakes in their planning BEFORE tragedy struck…and it cost their loved ones dearly.
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Have you heard these common myths about estate planning?Continuing my series from a couple weeks ago and doing some more “myth busting” about estate planning.
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Did You Just Destroy Wealth With That iPad?Many people spend more during the holiday season than they can afford. Among other things, sometimes guilt or shame can drive a lot of big-ticket gifts.