Clients frequently tell me that they want to add their son or daughter as a joint owner on all of their accounts and assets “for
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Why NOT to add your child as a joint owner on your accounts….
Wall Street
Every evening, many of us settle into an easy chair to watch the news. The anchor usually ends her or his report by telling us
Veterans’ Benefits
Thank you to all Veterans for your service. Words cannot adequately express our gratitude to anybody who has served or is serving in our military.
Should I use a retirement calculator?
Many clients ask me if they should use a retirement calculator, and my answer is always the same…. No. Although retirement calculators are great
Senior Rights & Protection
Protecting seniors’ rights is an important government function. Congress has created the county Area Agencies on Aging, which provide numerous services for seniors. Knowing what
The Trouble Tree – Leaving Stress at the Door
After a long, hard day at work, it’s sometimes difficult to disconnect from the day’s stresses before you arrive home to your family, which is
Rainbows
Did you ever see a rainbow in the distance and wonder if there really is a pot of gold at its end? How did that story
Is my POA good enough?
We recently met with a family whose mother had entered the nursing home. The monthly cost for her nursing home care would be approximately $11,300.
How do I pick a guardian for my children?
One of the hardest things that parents have to do is decide who will raise their children if they are no longer alive. Most people
Do Millennials Need Estate Planning?
Millennials absolutely need estate planning. Their youthfulness seems to believe the need to consider such an “old person” topic. Millennials are described as physically active,
Do Millennials Need Estate Planning?
Millennials absolutely need estate planning. Their youthfulness seems to believe the need to consider such an “old person” topic. Millennials are described as physically active,
Top Ten Legal Movie Favorites
What’s your favorite legal movie? Everybody has one. Most people love a great movie, and for some reason legal movies are especially popular. There’s something
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