Blog

• Why Do Even the Middle Class Need Estate Planning?

  June 16, 2022

  When it comes to estate planning, you may think that you don’t have the wealth that would require you to engage in extensive estate planning. If you have a will, you might think that’s good enough. Forbes’ recent article, “Why Estate Planners Aren’t Just for the Ultra-Rich,” says that nothing could be further from the […]

• Is it Wise to Have Three Grown Children Named Co-Executors of Your Will?

  June 01, 2022

  “It is not what you do for your children, but what you have taught them to do for themselves that will make them successful human beings.” Ann Landers “There are only two lasting bequests we hope to give our children. One of these is roots, the other, wings.” Johann Wolfgang von Goethe Is it a good idea […]

• Why Do I Need an Executor?

  February 17, 2022

  What would happen if someone you were close to, asked you to be their Executor? Would you be honored, or would you be uncomfortable with the responsibility? What do you need to do, when do you need to handle these tasks and how much time will it take? These are the questions often asked about the role […]

• What Will My Social Security Benefits Be?

  February 17, 2022

  Your Social Security benefits in retirement are primarily dependent on the wages you get while working. The Social Security taxes deducted from your paycheck are based on that amount. If you’re still working and at retirement age, you can get benefits while earning other income. And depending on your age, you can also decrease and […]

• What If My Beneficiary Isn’t Ready to Handle an Inheritance?

  February 17, 2022

  “There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is a miracle.” Albert Einstein “The old who have died live on in the young ones. Don’t you feel this now in your bereavement, when you look at your children?” Albert Einstein […]

• What Happens to Social Security when Your Spouse Dies?

  February 17, 2022

  The United States Social Security Administration is an independent agency of the U.S. federal government that administers Social Security, a social insurance program consisting of retirement, disability, and survivors’ benefits. Wikipedia. If a movie is really working, you forget for two hours your Social Security number and where your car is parked. You are having […]

• What are the “Must Have” Estate Planning Documents?

  February 17, 2022

  What are the “Must Have” Estate Planning Documents? “Leave nothing for tomorrow which can be done today” Abraham Lincoln “There is nothing like the death of a moneyed member of the family to show persons as they really are, virtuous or conniving, generous or grasping. Many a family has been torn apart by a botched-up […]

• Using Trusts to Maintain Control of Inheritances

  February 17, 2022

  “The spendthrift robs his heirs the miser robs himself.” Jean De La Bruyere “If the Nation is living within its income, its credit is good. If, in some crises, it lives beyond its income for a year or two, it can usually borrow temporarily at reasonable rates. But if, like a spendthrift, it throws discretion […]

• Top 6 Questions (and Answers) about Conservatorships and Guardianships

  February 17, 2022

  When someone becomes incapacitated due to illness, injury or disability, the court appoints a guardian to handle healthcare and certain non-financial decisions for that person. A guardian can be anyone over the age of 18, but must also be able to show that they are qualified to make these decisions for their loved one. A guardian […]

• Why Should I Create a Trust If I’m Not Rich?

  February 17, 2022

  “Your true assets are the collections of your quality moments on the earth.”― Amit Ray, Mindfulness Living in the Moment – Living in the Breath Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you. —Shannon Adler It’s probably not high on […]

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