April 9, 2015 Estate Planning
Once you’re divorced one forward moving goal should be to immediately create a new estate plan — a will or…
Read More
April 3, 2015 Estate Planning
The sad truth is that most of us — some 70% of adult Americans — have neglected to write a…
April 2, 2015 Estate AdministrationEstate Planning
In the book The Charles Schwab Guide to Finances After 50, author Carrie Schwab-Pomerantz poses the following scenario: “I’m confused…
April 1, 2015 Estate Planning
In nearly every way you could make a mistake — for example, saving too late — you can also make…
March 30, 2015 Estate Administration
Lifetime gifts may carry considerable advantages over charitable bequests, according to Atlantic Trust, the U.S. private wealth management division of…
March 24, 2015 Estate AdministrationEstate Planning
Although this high-end PBS costume drama is spins stories from about a century ago, many of the issues are relevant…
March 18, 2015 Estate Planning
Although it is a difficult subject to face, you have options when it comes to protecting your estate and your…
March 13, 2015 Estate Planning
Have you thought about dying lately? Most of us don’t. Make sure you do some estate planning today before things…
March 5, 2015 Estate Planning
As Mary Todd Lincoln’s character in “The Widow Lincoln” faces dozens of unpaid bills for home furnishings, clothes and jewelry,…
February 27, 2015 Estate Planning
Once the basic documents are in place, they should be revisited periodically. If there is a major change in your…
February 24, 2015 Estate Planning
While not all encompassing, these guides serve as a starting point to help your parents. There are many family dynamics…
