When’s the Best Time to Get an Estate Plan?

One of the frequent questions I get is - “when is the best time to get an estate plan?” How do I answer this question - that depends. Most often the answer I give is what you’ll read below: When all is well with you - that’s the best (ideal) time to get your estate … Continue reading When’s the Best Time to Get an Estate Plan?

My Mother Said, Once You Know Better, Do Better – Here’s How I Use Her Advice

On a recent bright and sunny morning, I had two conversations before 10 AM with individuals seeking information about estate planning. That's not unusual. However, the conversations were with family members seeking to learn about what can be done for a loved one who has some memory loss. The conversations went something like this: I … Continue reading My Mother Said, Once You Know Better, Do Better – Here’s How I Use Her Advice

Do You Have Unclaimed Assets?

The idea of unclaimed assets is exciting to many people. If you are thinking, why would someone have unclaimed assets? According to an article[1] on the USA TODAY website, there are several reasons why someone would end up with unclaimed assets. One of the culprits for unclaimed assets is poor estate planning. Which of course … Continue reading Do You Have Unclaimed Assets?

7 Estate Planning Items for Your Summer Checklist

Finally the weather around the country is warming up. The snow and ice in the Northeast was relentless this winter. Hospital emergency rooms, chiropractors offices and pharmacies were bombarded with patients suffering from broken bones, sprains and other injuries caused by falling on ice. What a relief to see the snow, ice and sleet finally … Continue reading 7 Estate Planning Items for Your Summer Checklist

Giving Comes in Many Shapes and Sizes: What Fits Your Style?

This post was edited on 9/10/17. After watching the nation deal with the challenges of Hurricanes Harvey and Irma, I was moved to share information on giving and what it means to different folks. Why we give is personal: victim of a natural disaster, affected by an illness, family member suffers with an ailment, generous … Continue reading Giving Comes in Many Shapes and Sizes: What Fits Your Style?

Safe Today, Healthy Tomorrow – Older Americans Month – May 2014

Did you know that Older Americans Month is in May? Every year since 1963, US presidents have proclaimed that during the month of May we should acknowledge the contributions of those over 65. The theme this year focuses on keeping seniors safe from injury, accidents, violence and abuse. On April 30, 2014, The White House, Office … Continue reading Safe Today, Healthy Tomorrow – Older Americans Month – May 2014

What Does Estate Planning Mean for Women? Part 2

This is Part 2 of a 3 part series that focuses on Women and Estate Planning as we celebrate Mother’s Day 2014. Part 2 sheds some light on Incentive Trusts that address concerns about children and grandchildren. Let's start by first asking the question, what is a trust? Trusts come in many forms and have many goals, … Continue reading What Does Estate Planning Mean for Women? Part 2