Lucky Retirement Choices
The famous groundhog Punxsutawney Phil has predicted an early spring. Winter has its own charm being rich with holidays, family gatherings and…
Long-Term Care Planning
One of the differences between people who are usually happy and those who are routinely miserable is the ability to regroup and…
Thoughtful Planning for Blended Families
Weddings are times of joy and optimism. The vows are sincere and well intentioned. The couple may live happily ever after. But…
Special Considerations for Special Needs
When you have a child with physical, emotional, or mental challenges, careful estate planning is crucial. In many cases it is important…
I have a favor to ask…
I do love it when my clients tell me I did a great job. It is especially wonderful when a new client…
Long-Term Care’s Safety Net
It is no secret that medical care and especially long-term nursing care is expensive. Insurance Benefits and private resources can be depleted…
Have you reviewed your will or trust in the last 3 years?
Has it been 3 years since I prepared your will or trust? If so, we need to meet. When I design an…
Protecting Your Child’s Inheritance in a Second Marriage
Blended families are not a new concept. Those who do genealogy research often struggle to accurately identify which children were born to…
Protecting Your Minor Children
When a baby comes into a family either by birth or adoption, excitement is over the top. There are showers and flowers,…
A Cat Named…”Quelp”?
We got a kitten from the Linda McNatt Animal Care and Adoption Center a couple of weeks ago. I am preparing for…