Making Changes In Challenging Times
If you don’t already have a will, being able to name an alternate beneficiary is an important reason to create one.
Safe goals
As tax season ends, it becomes an opportune time to take a look at your estate planning to recognize if there are any changes or additions that should be made.
The vacation home: Uniting or dividing?
Everyone happily uses the home for family vacations and fun times for several years. What to do if one sibling wants to sell the property.
Be better than Bezos
What does the world’s richest man, Jeff Bezos, the CEO [...]
Holidays are not the time to talk about after-life arrangements
Remember when our parents, in their frustration said, “talking to you is like talking to a wall!?” Most of us laughed and thought nothing much of it.
Don’t expect your heirs to appreciate your collection
All too often I see or hear of estates that contain collections that baffle the beneficiaries and executors.
Preserving your estate
One would think after having my own brilliance so often disproved that I would have learned by now to listen to experts...
Would you like a beach or a mountain with that?
Choosing the right community for you.
Empty nest: How to find a new home
Make a decision based on your dream and reap the benefits.
Plan ahead and keep your loved ones happy
Petty differences and resentments can split siblings apart.