Estate Planning with Blended Families

Estate Planning with Blended Families
Estate Planning with Blended Families
Estate planning and end-of-life issues are often difficult to discuss. These discussions may become even more difficult when blended families (more…)
Divvying Up Your Assets
Divvying Up Your Assets
“Fact is, money does crazy things to families.” An article on Forbes website discusses how money has the capability to (more…)
Property Distribution Planning
Property Distribution Planning
“Research concerning property distributions at death has shown that the distribution of personal effects is responsible for more family acrimony (more…)
Planning Ahead
Planning Ahead
We speak a lot about how uncomfortable conversations regarding end of life can be. Oftentimes, people will even avoid creating (more…)
Outside-the-Box Dementia Care
Outside-the-Box Dementia Care
Did you know that the average cost of care for dementia patients in the community in the US ranges from (more…)
The Facts About Required Minimum Distributions
The Facts About Required Minimum Distributions
Do you know the rules regarding required minimum distributions (RMDs)? In USA Today, a reader posed the question; Q: I’m (more…)
The Ethical Will
The Ethical Will
Most people are familiar with documents like the “Last Will and Testament” and the “Living Will.” These are legally-binding documents (more…)
New York State Estate Tax Law Modifications
New York State Estate Tax Law Modifications
As of April 1, 2015 modifications were made to the New York State Estate Tax Law. In brief, the estate (more…)
The Caregiver’s Guide to Financial Planning in the Shadows of Dementia
The Caregiver’s Guide to Financial Planning in the Shadows of Dementia
We were recently informed about a resource that we believe will be helpful to many individuals who read our blog. This resource is The Caregiver’s Guide to Financial Planning in the Shadows of Dementia. Planning is very important for all people but it is especially important when a person is...
Planning Ahead & Talking About It
Planning Ahead & Talking About It
Do you have a Will in place? Have you discussed your Will with your children? Do they know where they (more…)