Our newsletters cover a range of topics on elder law, estate planning, and probate. We hope you will enjoy reviewing old copies and be sure to sign up to receive new ones.
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New credit card rules, and how to take advantage “The Card ACT” brought some new credit card rules in play, and I wanted to give you a “heads up” about the changes which affect YOU. -
Are you raising financially savvy kids? It's difficult to meet with a family who doesn’t have the confidence they wish they could have about how their children will handle finances down the line. -
Getting the RIGHT long term care – Making the visit in-person Continuing a series that will give you some thoughts on what to look for when you check out a nursing home facility in person. -
Do you have these 5 essential documents? Some families openly share financial information with one another, others consider those figures dark secrets. I recommend openness and suggest an annual review of these 5 documents. -
Getting ready for tax time Even if you’re working with a CPA or tax professional, it’s just a big pain to gather all of your tax documents. Here's a checklist to make sure you don’t miss anything. -
Estate tax ‘repeal’ directly affects married couples Because of these tax changes, everyone, especially married couples, should have their estate planning reviewed ASAP. -
Break the chains of debt After the holidays, the bills come in and regular families are staring at some debt. I’ve put together some strategies for beating back that debt. -
Jimi Hendrix, Flo-Jo, Princess Di…and you What’s interesting about these celebrities is that each one of them made some major mistakes in their planning BEFORE tragedy struck…and it cost their loved ones dearly. -
Have you heard these common myths about estate planning? Continuing my series from a couple weeks ago and doing some more “myth busting” about estate planning. -
Did You Just Destroy Wealth With That iPad? Many people spend more during the holiday season than they can afford. Among other things, sometimes guilt or shame can drive a lot of big-ticket gifts.