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Why NOT to add your child as a joint owner on your accounts….

Why NOT to add your child as a joint owner on your accounts….

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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Wall Street

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

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Veterans’ Benefits

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.

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Should I use a retirement calculator?

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

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Senior Rights & Protection

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

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The Trouble Tree – Leaving Stress at the Door

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

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Rainbows

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

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Is my POA good enough?

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.

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How do I pick a guardian for my children?

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

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Do Millennials Need Estate Planning?

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,

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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,

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Top Ten Legal Movie Favorites

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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