Blog

Do I Have Enough to Retire?

Retirement can be stressful, especially if you aren’t sure you’re ready. A growing list of factors – from health concerns to market risk – are threatening retirement strategies across the board. As our population gets older, more and more people are lying awake at night wondering “Do I have enough to retire?” Here are some [..]

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The Estate Planning Myth

Roughly 60 percent of Americans have no estate plan whatsoever; 70 percent with kids under 18. Let that number sink in for a second. It is staggering! When asked, half of those said they just hadn’t gotten around to it. Only four percent cited cost as a factor. As our nation ages and we continue [..]

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Do I Need A Will or a “Living Will”?

Do I Need and Will or a “Living” Will? A client asked me this question yesterday and it occurred to me that it might be good content for a blog post. It’s actually a topic that I am more familiar with than I wish. In January 2016, my good friend and former law partner suffered [..]

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Do I Have to File A Gift Tax Return?

Any transfer to an individual, either directly or indirectly, where full value is not received in return is considered a gift. The gift giver is generally responsible for paying any gift tax. The general rule is that any gift is a taxable gift. However, there are many exceptions to this rule, including an “annual exclusion [..]

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What’s the Deal with Survivorship Clauses?

(photo courtesy of http://ultimateclassicrock.com/survivor-eye-of-the-tiger/) If you have a Will, you may have noticed some seemingly nebulous language like this: No beneficiary named herein shall inherit from my estate unless she has first survived me by at least 30 days. Otherwise she shall be deemed to have predeceased me for all purposes of this Will. Wait, [..]

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Three Reasons Why EVERYONE Needs a Plan

“Estate planning” is a deceptive term. Most people think, I don’t need estate planning because I don’t have an “estate”. I’ll admit, the word “estate” does conjure images of Bruce Wayne or the Biltmore. That’s hardly most people’s world, present company included. The best approach to “estate planning” however focuses not on the estate, but [..]

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How to Choose a Guardian for Your Children

It’s 3:30 a.m. You can’t sleep. That unanswered question is keeping you up: Who’ll take the kids if we both die? Maybe that’s as far as you’ve gotten: a question in desperate need of an answer. Maybe you have started the conversation once or twice (or a hundred times) and hit the same roadblock: Well, [..]

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Welcome to our new website!

Welcome to our new website! This site has been professionally designed to be responsive and mobile friendly, so it looks great and is accessible no matter what type or size of device you are using. Our new website also has an integrated Client Portal, meaning you are able access your case documents, correspondence and calendars [..]

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