How is Your Estate Plan Looking for Father’s Day? (Part 2 of 3)

Part 2 or 3 Happy Father’s Day to all the dads, granddads, uncles and other men who have been mentors to young people. We celebrate the wonderful contributions that you have made. Enjoy your day and know that you are appreciated. What happens to your assets when you are gone? The answer to that question … Continue reading How is Your Estate Plan Looking for Father’s Day? (Part 2 of 3)

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

Small Business Week – Entrepreneurs and Estate Planning Series (Part 2)

Last week (May 12-16) was National Small Business Week. Every year since 1963 the President of the United States has issued a proclamation announcing National Small Business Week, which recognizes the contributions of America's entrepreneurs and small business owners. Are you interested in what happens to all your hard work, effort and energy that you … Continue reading Small Business Week – Entrepreneurs and Estate Planning Series (Part 2)

Small Business Week – Entrepreneurs and Estate Planning Series (Part 1)

The National Small Business Week is May 12-16, 2014. This post will share information about doing business in Maryland. According to the Small Business Administration website, every year since 1963, the President of the United States has issued a proclamation announcing National Small Business Week, which recognizes the critical contributions of America’s entrepreneurs and small business … Continue reading Small Business Week – Entrepreneurs and Estate Planning Series (Part 1)

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