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Be mindful of the sentimental stuff in your estate planning decisions

After her mother’s death, a client told me that her father wanted to know which household furnishings and personal items she wanted. With hesitating, she said that she wanted nothing more than her mother’s guitar and her father’s first reader. He insisted that she...

Crafting an Estate Plan for a Second Marriage

After the death of a spouse or a divorce, it is common for people to marry again. This is a wonderful blessing for any family and should be celebrated. But when it comes to your estate plan, a second marriage is not without its challenges. We do not want to insinuate...

Do You Have an Asset List? Here are 10 Things to Include on It

We have talked about and written on everything and anything about estate planning over the years. And we are happy to report that many clients just like you and your family are not only listening but also putting our practical tips to good use. So here is another tip:...

The SECURE Act: How it Changes Retirement and Estate Planning

There’s been quite a bit of buzz in the news recently about the Setting Every Community Up for Retirement Enhancement (SECURE) Act that was just signed by the President. Specifically, our clients are hearing that it could negatively affect them and their retirement...