Holiday season is often a time when out-of-town children visit their parents for the first time in...
Category - Previous Posts
How Do I Plan for a Loved One with Special Needs?
It is critical that parents and grandparents give careful thought to any gift of money or bequest...
It’s Time to Stop Procrastinating and Have Your Estate Plan Done
The steady drone of coronavirus news these past nine months has spurred countless older Americans...
How to Organize Digital Assets
You must now make sure that your loved ones have access to your digital assets should you die.
Are You a ‘Super-Ager’?
When people talk about “aging gracefully,” they’re usually referring to physical appearance...
What Is an Ethical Will?
My colleague’s father recently got infected with the coronavirus and had to be rushed to the...
Family Meetings and Trustworthy Siblings Needed to Help Aging Parents
If your parents are at a point where they struggle with their financial affairs, increasing your...
What are the Basic Estate Planning Documents?
In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an...
Digital Assets in Estate Planning: The Brave New World of Estate Planning
According to a new report from Kaspersky Lab, more than one in 10 people have now used...
Should a Donor-Advised Fund Be Part of My Estate Planning?
With the prospect of a Biden administration potentially raising tax rates and cutting estate tax...
