You may have noticed that we live and breathe estate planning around here. We’re subscribed to many a list on the topic and are constantly attending conferences to brush up and make sure we’re at our best for our clients. We also surf the web a lot. Periodically we like to share with you some [...]
Baseball — it’s a family legacy. I just finished Doris Kearns Goodwin’s book Wait Till Next Year, and while it might seem like a good title for Cubs’ fans, in this memoir Goodwin recounts growing up in Brooklyn during the 50′s and rooting for the Dodgers. For me, my baseball legacy is as a Cardinal [...]
Check out this stunning article about blown inheritances: Family’s Fall from Affluence is Swift and Hard You might expect a story about blown inheritances to exclusively belong to the twenty-something crowd, but in a recent article from The New York Times we see that it can happen to anyone, no matter their age. Quick money can disappear just as quickly [...]
What tools do you want to use? Is this the first question that your contractor asks you when you decide to hire him to build a house? Or, if you’re car stops running and you take it to the mechanic to be fixed, do you quiz him on which tools he plans to use in [...]
You might ask yourself: How do you define a successful estate plan? or How do you define a successful life?
Often we get calls from someone who is facing a mess because a loved one died and failed to plan properly. So, my advice is this: If you want to create a mess for your family, don’t leave it to chance. Do it right and plan the mess yourself. Here are 9 ways you can [...]
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