January 25, 2012/
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In a recent newsletter, I briefly tried to take readers through the legalese maze used to discuss documents that give...
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January 18, 2012/
When designing an estate plan for a new client, I usually ask if the client has a financial “team.” “A...
January 11, 2012/
Occasionally, I’m stunned by how little current clients\’ or customers\’ needs are considered by service providers. As an estate planning...
January 4, 2012/
An interesting concept that has already been established abroad is the ability to purchase testamentary documents at malls. Capitalizing on...
December 21, 2011/
Long term care insurance (LTCI) is often on the minds of those entering or considering retirement. This is also an...
December 14, 2011/
Outside of food and clothing, 2 of the most critical matters parents manage for their children are education and housing....
December 7, 2011/
One of the most critical tools a small business owner should use is a business plan. Having drafted an untold...
November 30, 2011/
My mom is one of the amazing sort who finishes holiday shopping in August. It always fascinated me, so of...
November 23, 2011/
In a recent newsletter, I gave thanks to what means most to me personally – my relationships. Having given thanks...
November 16, 2011/
Tis the season to be giving … and we all have our favorite causes. Yet, many of us would likely...
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