An Education in Estate Planning

Education is one of the most important aspects of estate planning. Families come to us with many questions about “what’s next,” or they simply want to know where to begin when it comes to estate planning. One of the biggest things we educate our clients on is the importance of updating their estate plan. This… Read More »

Six Things to Consider Before Making Gifts to Grandchildren

Grandparents often are particularly generous to grandchildren as they see their family’s legacy continuing on to a new generation. In many cases, grandparents feel they have ample resources and their children or grandchildren may be struggling financially. Assistance with summer camp fees, college tuition, wedding costs or the down payment on a first home, can… Read More »

Do You Want to Work Post-Retirement?

Financial Exploitation: What You Need to Know to Protect Yourself

A lot of retirees like to work part-time after retirement. It’s a great way to stay active, mentally, physically, and within the community. Plus, it brings in supplemental income a lot of retirees use for discretionary spending, rather that dipping into retirement or investment accounts. For some, working in retirement years is necessary — especially… Read More »

Preparing Your Family For the Future

Developing an estate plan is a crucial part of preparing for the future. But it’s not just your future you’re planning for; it’s the future of your family, your legacy, and beyond. Unfortunately for many families, estate planning is often something that gets sidelined. People don’t want to have frank discussions about the future, including… Read More »

Gray Divorce

When a couple who has been married for several years decides to end their marriage, their reasons are usually complex.  It may be that after decades together, they have grown apart or because of something as devastating as an affair.   While divorce can be one of the most financially and emotionally devastating experiences a person… Read More »

Disinheriting Family

When veteran television and film star Burt Reynolds passed away last year at the age of 82, several shocking headlines such as “Burt Reynolds Left Son out of Will” appeared in connection with a story about his estate.  As it turns out, Mr. Reynolds left the bulk of his assets to his only son through… Read More »

The Right of Survivorship and You

Owing property with another person usually means that you get half and the other person gets half. If one person were to pass away his or her interest in their half of the property would either pass to their heirs as part of their estate or, under certain conditions, may belong to the other owner… Read More »