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PART II In Part I of this blog post, I covered the general considerations for all estate planning clients in deciding what to tell their children in advance. In the second installment of this blog post, I wanted to cover the additional considerations when your estate plan includes more complex planning items such as high-value

This past weekend I decided to fix the leaking transmission in my old Jeep. It was so simple, I did not need to take it to a mechanic. I bought the parts, crawled under the Jeep and dove right in. A few minutes later I literally felt like I dove in: there was transmission fluid

The home phone rings at your elderly grandmother’s home. She hasn’t upgraded her phone so she can see who is calling. She answers hoping to hear a familiar voice but instead hears a stranger from a collection agency. Your granny is smart and wants these collection calls to stop so she politely tells them to

PART I Deciding what to tell your adult children regarding your estate plan brings to mind one word: AWKWARD Without question, this is a bothersome issue for our clients. However, don’t let yourself worry too much. This is not a black-and-white issue and there really isn’t a ‘one size fits all’ approach to making this

I regularly talk to clients who are 60 years old and above about how they plan to pay for skilled nursing care if it becomes unavoidable. The major part of this conversation is an explanation of how someone who makes gifts within 5 years of needing care could be penalized before benefits are made available.

In meeting with clients to update their estate plans, I’ve found that their investments have often times moved to another financial advisor or they’ve opened new accounts. I’ve also noticed a number of my clients have sold their primary homes in the last year. In both of these situations, it’s important to make sure accounts

Thursday, June 11, 2015 at 6:00 p.m. Click on the attached flyer for more information. Seminar Flyer

While there are many reasons to have your business certified as a Minority Business Enterprise (“MBE”), the biggest benefit your company may gain is access to new accounts. Top companies in America have made it a priority to purchase goods and services from a diverse array of companies. In doing so, many of these businesses

It is rare that I see a buyer acquiring a business to just maintain that company’s current sales or market share. Arguably, by their nature, buyers want to purchase a business because of the potential it has to grow in some way (and gaining a larger geographic footprint is one of those main reasons). If

The snow and ice are gone, temperatures are creeping toward 70°, and school is nearly out. It’s time to start thinking about the cottage. Dreaming of putting the boat in the water. Or lounging with a good book on the beach. Or dreading the disputes with the neighbors over whose beach it is anyway and