Can I Give Real Estate to a Charity in my Estate Plan?
In unpredictable economic times, many donors may be wary of making large donations of cash, even to charities they would...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
Incapacity Management: Do I Have All The Right Documents?
A Power of Attorney is a vital document for every adult. This document allows you to appoint another person as your...
What Should I Do for Retirement When I’m 50?
If you haven't done these things by age 50, it could be too late to do them well. The year before your retirement is not the...
He’s 60. She’s 48. What Does Their Retirement Plan Look Like?
The Pew Research Center looked at the age gap in couples. For the most part, people marry someone close in age. However, one...
Did Microsoft Founder Paul Allen Have an Estate Plan?
The question isn't whether the secretive Microsoft founder structured his finances for maximum posthumous impact. It's...
Be Cautious If You’ve Inherited a Sizeable Amount
"My favorite aunt passed away last year, and I inherited $2,500,000 after her probate. The check came last week. It has been...
Preparing for the Inevitable: End of Life Decisions
"Are you ready for the end of life? Many of us can resolutely answer "no." I am not implying preparation for life after...
Legal Challenges for Grandparents Raising Grandchildren
"As opiate addiction has ravaged our communities, children are often left in the lurch, and grandparents and others trying...
Mind the Gap: Estate Tax Cliff
"When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying about the...
The Time to Plan is Now and Not Later
"The client wanted her surviving spouse to have access to her work email, but her employer shut down the email account...