3 Mistakes Parents Make in Estate Plans

Posted on: September 25th, 2015
For many remarried individuals, estate planning decisions must take into account not only one’s biological children, but also step-children, future children, or a new spouse. In revising estate plans to incorporate these considerations, parents might utilize planning methods that unintentionally expose family to risks....

Asset Protection and Marriage

Posted on: September 5th, 2014
In the process of legally dissolving a marriage, the fate of assets may not match a spouse’s intentions. What should couples know about spousal claims and providing for children? ...

Reverse Mortgages and Inheritances

Posted on: April 24th, 2014
Should beneficiaries of a potential inheritance be concerned if their elderly relative decides to get a reverse mortgage? Reverse mortgages are not the right choice for everyone. The New York Times recently reported how adult children are often against the idea of their parents using a reverse mortgage as this would deplete the asset the children would ultimately expect to inherit. ...

The Conversation – How to Talk to Loved Ones About Elder Care Issues

Posted on: May 25th, 2012
I recently met with a loving grandson, who needed some advice regarding his grandmother. His grandmother currently lives in another state. ...

Parents – Important Tips to Legally Protect Your Kids

Posted on: September 24th, 2011
Parents – if something were to happen to you, have you done all that you can to ensure that your children are legally protected? Most parents of young children have not done anything at all, or if they have, the planning is often incomplete or outdated....
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