Blog Estate Planning
Naming your Beneficiaries: Avoid the Pitfalls We get a lot of questions from people on naming beneficiaries to their accounts. While the paperwork is relatively straightforward, it is important to pay attention to a few key areas to avoid some common mistakes. Updating your will is not enough Your beneficiary designations trump your will. Even…
Read MoreA death in the family is traumatic and stressful, and something which all affected must come to terms with in their own way and in their own time. Unfortunately, the time during which emotions are running hot are usually also when family members need to come together and agree. In this ‘perfect storm’ of emotions,…
Read MoreIf you are going through a divorce right now, chances are high that you have a lot on your plate dealing with the death of your union. If you are the spouse who didn’t have much to do with managing the finances, you’re probably just now trying to learn what all of these things are…401(k),…
Read MoreI am putting together a series of blog posts on dealing with times of transition. These are not meant to “put a bow” on a complex situation, but to highlight a couple of items that are easy to miss when you are making complicated decisions that have long term consequences in a time when you…
Read MoreIn 2007, a study conducted by Harris Interactive for Martindale-Hubble showed that the majority of Americans do not have a will. Why is this? Some common excuses include cost, not enough time, and the idea you really don’t need one. If this sounds like you, you’re not alone. Abraham Lincoln, the 16th President of the…
Read MoreMaking—and breaking—New Year’s Resolutions is a time honored tradition every January. We’ve all made them and we all know how depressing it can feel to hit February and realize we are never going to learn Mandarin, take a spin class or finish our 6-year-old’s baby book. Research shows almost 90% of resolutions will fail by…
Read MoreWe’ve all heard them before, the quick witted and hilarious lawyer quip. I remember graduating from law school and receiving an email from my proud father with a large attachment containing a list of these entertaining jabs. I never felt so loved. Notwithstanding how much truth may or may not exist within these oft quoted…
Read MoreIt’s 4:00 p.m. at work and you’ve been super productive to this point. You look down at your “To-Do” List and admire all the things crossed off and you’re immediately filled with the great feeling of accomplishment. Then, your attention is drawn to that one remaining item. The item that has been there for what…
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