Knowledge and Communication is Key to Avoiding Family Fights

Download PDF of this article here: Knowledge and Communication is Key to Avoiding Family Fights Do your adult children know which of them will be your power of attorney if something happens to you?  Most people don’t want to think about Alzheimer’s, dementia, or getting old; and those who have thought about it often choose […]

5 Essential Tips for Executors or Trustees

Download PDF of this article here: 5 Essential Tips for Executors or Trustees Serving as executor or trustee of a will or a trust is an honor… but it’s also a job—a BIG job—and not one to be taken lightly. The role of executor or trustee can be one of great financial power, but it […]

Non-Traditional Couples Face Estate Planning Challenges

Download PDF of this article here: Non-Traditional Couples Face Estate Planning Challenges The new estate tax laws (with their friendly bent toward the taxpayer) have been cause for celebration for many wealthy and affluent Americans, but there is at least one group which has not had cause to celebrate—gay and unmarried couples. Under current federal […]

Making Plans for Aging at Home

Download PDF of this article here: Making Plans for Aging at Home There used to be very few options for seniors who began to have trouble living on their own.  In many cases the only options available were to move in with family or move into a nursing home.  Now, however, that doesn’t have to […]

No More Excuses, It’s Time To Plan Your Estate

Download PDF of this article here: No More Excuses, It’s Time To Plan Your Estate The dust surrounding all the estate tax law “remodeling” is finally settling, and it’s time now for families to give their old (or future) estate plans some serious scrutiny. For all of you who were waiting until Congress made some […]

Excuses, Excuses… Why You Don’t Have a Healthcare Directive

Download PDF of this article here: Excuses, Excuses… Why You Don’t Have a Healthcare Directive What is keeping you from signing a healthcare directive? A recent article in Reuters mentions that only 2 out of 5 U.S. citizens have some kind of healthcare directive, and that our own U.S. laws might be the cause.  A […]

Government Rescinds Medicare Coverage of End-Of-Life Planning

Download PDF of this article here: Government Rescinds Medicare Coverage of End-Of-Life Planning Apparently the suspicion surrounding end-of-life planning is not as far in the past as we might have hoped.  The recent Medicare regulation which would have allowed the government to pay doctors who advise patients on options for end-of-life care was rescinded only […]

A Low-Pressure (And Fun) Way to Discuss Legacy and Estate Planning

Download PDF of this article here: A Low-Pressure (And Fun) Way to Discuss Legacy and Estate Planning The hardest part of legacy planning or estate planning isn’t necessarily choosing the right fiduciaries, or deciding how to distribute your wealth fairly among your loved ones… the hardest part of legacy planning or estate planning is often […]

Resolutions to Last You Through the Year

Download PDF of this article here: Resolutions to Last You Through the Year What are your resolutions for 2011? A majority of New Year’s resolutions have to do with money and health—or more specifically, with saving money and losing weight.  Unfortunately, most New Year’s resolutions don’t last through the first month of the year.  But […]