As an estate planning firm it is our job to keep our clients prepared for what’s coming. This means helping prepare them not only for the eventuality of death, but also for what is coming in life; retirement, the possibility of divorce, new children or grandchildren, and even taxes. Estate taxes especially are of great… Read More »
Monthly Archives: April 2009
Help for Growing Old Gracefully and Peacefully
There is a saying that goes something along the lines of “the only thing worse than getting old is the alternative,” which is said to express pretty well the dismay, betrayal, confusion and sometimes horror that go along with the aging process. Americans are living longer than ever—which really means that there are more opportunities… Read More »
Preserving Your Grandparents’ Story
An estate planner’s office can feel a lot like it’s all about the logistics of death: who gets what and how, who gets to make decisions, where things are kept, etc. But at our office, we know that every estate plan is also about a personal or a family story, and we encourage our clients… Read More »
Prepare Your Heirs for Tough Times with an Incentive Trust
In these troubled financial times many parents are re-thinking the wisdom of passing on an inheritance with no strings attached. Parents and grandparents still want to help give their heirs a financial boost, but now they want to pass on something else as well—the value of resourcefulness and hard work. How often have you longed… Read More »