by Christine | Nov 7, 2014 | Uncategorized |
Below are key financial planning tips to guide you through the four seasons of your financial life. With summer ending and fall around the corner, the changing of seasons is almost upon us. Just as the seasons change with each passing year, your financial seasons...
by Christine | Aug 22, 2014 | Uncategorized |
His Will was written before the birth of his last two children and never updated; thus, his estate plan is completely silent about his wishes for them. The actor's death also highlights the effect that marriage can have on an estate plan. It seems that once a...
by Christine | Apr 24, 2014 | Uncategorized |
FLPs offer multi-layered benefits by providing senior family members with several advantages—all without ceding control of the assets to junior family members. Estate Planning is often a game of give and take. So what if you want to give away your assets, but not just...
by Christine | Apr 10, 2014 | Uncategorized |
Choosing whether assisted living would be the right option can be a complex decision requiring a dispassionate evaluation of the situation and careful consideration. The challenges of helping an aging parent plan for their late-in-life care can be strenuous. There are...
by Christine | Mar 27, 2014 | Uncategorized |
Beware of these not-so-obvious expenses associated with executing a will. Choosing an executor of your estate involves great thought and a lot of planning. After all, their responsibility to settle your estate is not an easy task. In addition to the big task at hand,...
by Christine | Feb 4, 2014 | Uncategorized |
Giving back is about linking passion with action, and it does not have to be complex—but it does have to be well thought out to be effective. As many well-to-do but generous Americans can attest, your philanthropy can do more than just help the cause or causes...
