Secure, Knowledgeable Planning

For You & Your Family's Financial Future

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Want to Avoid Probate? Why?

Today people are still selling books, and even seminars, which avowedly solve the problem presented by using a last will and testament to wind up the affairs of a deceased person.

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Estate Planning for Blended Families

In today's America the "traditional family" of a husband, wife and their children is becoming a statistical minority of all households.

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Do you need a trust?

There is a hardly a financial planner on the radio, or in the print media, who does not push the idea that every person's estate plan needs a trust.

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Perils of Ownership

In Shakespeare's great play, KING LEAR, the title character discovered the danger of judging the love of his daughters by a willingness to make protestations of love in exchange for the advancement of their inheritance.

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Estate Planning Basics

An estate plan matches a person's economic reality to the legal arrangements to dispose of their wealth in the event of death. It's designed to implement their wishes and minimize exposure to taxes.

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Coping with Death

In many respects it is very difficult to prepare for death. However the planning needed to avoid creating chaos for one's survivors is not difficult.

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Is a Will Enough

Only a small percentage of people have wills. The most commonly cited statistic states that one-third of the adult population have prepared wills. But is a will enough?

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Special Trusts

I am going to write this month about the rather predictable situation of someone who is permanently disabled because of a medical condition from childhood, or because of a medical condition at an advanced age.

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Does Your Will Need Revising?

Changes in a person's life over a ten year period can undercut the effectiveness of the best estate plan. Children can turn into terribly irresponsible young adults. Juveniles can become surprisingly responsible citizens.

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I Just Need a Simple Will

How many times have I heard it? A person calls me and wants to schedule an appointment. All they need is a simple will for a husband and wife.

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