Tag Archives: Will

My Resolutions and Yours

This gallery contains 1 photo.

            As I write this, it is still December.  When you read it, it will likely already be January.  December is a time for reflection; January is a time for new resolutions.  Let me tell you my resolutions and suggest … Continue reading

Gallery | Tagged , , , , , , , , , , ,

Taking Stock During the Holidays

This gallery contains 1 photo.

For many of my clients, Thanksgiving is the best holiday of the year.  The kids fly or drive in for dinner or a more extended stay.  A child living in the area has often assumed the meal management duties.  The … Continue reading

Gallery | Tagged , , , , , , , , , , , ,

Beneficiary Designations: Are yours up-to-date?

When I meet with clients, I always discuss beneficiary designations.  These conversations are needed before any planning decisions are made.  We must review assets and confirm the current designations.  Once any new estate planning documents have been drafted and executed, … Continue reading

Posted in Estate Planning | Tagged , , , ,

Should You Share Your Estate Planning Decisions With Your Children?

You have just finished signing your new estate planning documents. Should you inform your children about your decisions, or better yet, give them copies of your documents? There is no right or wrong answer to this question, and lots of … Continue reading

Gallery | Tagged , , , , , , , , ,

Marriage and Estate Planning

With marriage on my mind (I was just happily married this month), I thought it would be rather fitting to write about marriage and estate planning. Estate planning isn’t just for the baby boomers and people with significant assets. It’s … Continue reading

Gallery | Tagged , , , , ,

Property Memorandums: How Do I leave my Personal Items Fairly?

In most meetings with clients, I always find myself discussing how to distribute an individual’s personal property upon their death.  For a large number of clients, distributing personal items among children or family members are the hardest decisions to make … Continue reading

Gallery | Tagged , , , , , ,