Comprehensive Planning to Protect Your Loved Ones, Assets, and Legacy
A number of our clients have expressed concern about protecting the inheritances of their children. Sometimes, they worry about the security of a child’s job and what will happen if he or she loses that job in a tough economy, cannot pay bills, and ...
Here are some factors to consider when marrying, or remarrying, later in life. Should You Have a Prenuptial Agreement? In most situations, the answer is yes, particularly if you and your betrothed have children from previous marriages, a disparity ...
Okay, so you popped the big question, and he or she said yes! Whew, what a relief! Now there’s so much to do, so many plans to make: the guest list, the invitations, the reception, the band, the cake, the honeymoon… the prenup? While it is hard ...
We would like to add one more item to your list of New Year’s resolutions—reviewing your estate plan. Why is it so important to keep your plan up to date? In a word, change. As you grow older, your needs inevitably change. So, too, ...
Health savings accounts are tax-advantaged medical savings accounts available to people enrolled in high-deductible health plans (plans with deductibles of at least $1,350 for individuals and $2,700 for families). To qualify for a health savings account, ...
Here are some additional planning tips to bring you peace of mind in the new year. Review your asset allocation. The start of the new year is an excellent time to reassess your investment portfolio to make sure your asset allocation is where it ...
It’s impossible to predict what the new year has in store for us. However, if you follow some (or all) of these tips, 2022 should bring you greater peace of mind. Update your estate plan. We’ve said it before, but as an estate planning firm d ...
For many of us, the holidays are a time to reflect upon the changes that have taken place over the course of the year. (There is certainly a lot to reflect upon these past few years!) As an estate planning attorney, the end of the year ...
While Social Security is a crucial component of many Americans’ retirement income, it is particularly important to women. According to the National Committee to Preserve Social Security and Medicare, 48 percent of elderly unmarried women relied on S ...
While everyone should have an estate plan, it is especially important for families living with Alzheimer’s disease. If you or a loved one has recently been diagnosed with Alzheimer’s and you do not have estate planning documents like a will, Power o ...