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Estate Planning for Second Marriages

August 6th, 2012|0 Comments

In first marriages, the couple generally has the same goals when it comes to their estate planning: take care of the surviving spouse for as long as he or she lives, then whatever is left [...]

Blended Families Underscore the Need for Estate Planning

August 3rd, 2012|0 Comments

Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families underscores the need for proper estate planning. Blended families can involve children from a prior [...]

Online and Do It Yourself (DIY) Estate Planning

August 1st, 2012|0 Comments

With the number of online and do-it-yourself (DIY) legal providers continuing to grow, some of individuals may be wondering if they could do their estate planning themselves. The advertising is seductive: attorneys use similar forms, [...]

The Many Needs of Life Insurance on Our Lives

July 30th, 2012|0 Comments

The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income stream and/or create wealth for our dependents after we die. Life insurance can also play [...]

Potential Problems with Beneficiary Designations

July 27th, 2012|0 Comments

Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank accounts, allow a beneficiary to be named. It's free, it's easy, and, when [...]

Estate Planning for Second Marriages

August 6th, 2012|0 Comments

In first marriages, the couple generally has the same goals when it comes to their estate planning: take care of the surviving spouse for as long as he or she lives, then whatever is left [...]

Blended Families Underscore the Need for Estate Planning

August 3rd, 2012|0 Comments

Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families underscores the need for proper estate planning. Blended families can involve children from a prior [...]

Online and Do It Yourself (DIY) Estate Planning

August 1st, 2012|0 Comments

With the number of online and do-it-yourself (DIY) legal providers continuing to grow, some of individuals may be wondering if they could do their estate planning themselves. The advertising is seductive: attorneys use similar forms, [...]

The Many Needs of Life Insurance on Our Lives

July 30th, 2012|0 Comments

The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income stream and/or create wealth for our dependents after we die. Life insurance can also play [...]

Potential Problems with Beneficiary Designations

July 27th, 2012|0 Comments

Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank accounts, allow a beneficiary to be named. It's free, it's easy, and, when [...]

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