Daylight savings is now behind us and spring is officially in the air. As winter thaws, trees start to regain their foliage, and the first tulips begin peeking out, the world feels flush with energy. New life is everywhere and with it, newfound motivation. Spring is...
I met with my longtime client Stan to review his planning. Stan is a widower and his daughter, Anna, is his only child and sole beneficiary. His assets are well below the estate tax threshold. He has retirement savings, personal property, and a house. During our...
It is easy to assume that the rich and famous are immune to financial calamity and yet where planning for the future is concerned, this is hardly true. Countless examples of the super-wealthy losing hundreds of millions to poor (or non-existent) estate plans exist...
For a holiday that celebrates love, Valentine’s Day has surprisingly dark origins. In the 3rd Century A.D., Emperor Claudius II executed two men both named Valentine on February 14th of different years. The Catholic Church honored their martyrdom with the celebration...
An estate plan is a vehicle that steers your assets safely through life while you are living and delivers those assets securely into the hands of your loved ones when you die. Like all vehicles, regular maintenance is needed to ensure an estate plan can safely carry...
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