Your spouse’s passing is among the hardest hurdles you’ll ever face. When you’ve built a life with another person, losing them does not just mean losing your best friend and biggest supporter, it also means losing a part of who you are. Your partner is gone, and the...
We’ve written on this subject before but there’s no overstating the need to impress upon adult children the importance of planning for the future. Estate planning begins as soon as a person reaches the age of majority and it doesn’t end until you meet your maker. As...
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...
With the school year behind us, it is time for many families to make preparations to send children away to college. This is always a special time, but after a COVID school year, the idea of being able to celebrate these milestones is more thrilling than ever. If...
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