News

The Equal Employment Opportunity Commission (EEOC) has interpreted the federal law barring workplace gender bias to include a ban on discrimination against gay workers. The EEOC said that “discrimination on the basis of sexual orientation is premised on sex-based preferences, assumptions, expectations, stereotypes, or norms. ‘Sexual orientation’ as a concept cannot be defined or understood […]

A revocable trust is a key document for many estate plans. It usually is drafted to give the person setting it up (called the settlor) full control by naming them trustee and beneficiary during their lifetime. It also addresses how the assets will be distributed at the settlor’s death. But many clients ask how this

Estate planning is not exactly the best “get-together” conversation topic when you are with friends or family. For me and my wife, many of our friends and acquaintances have just started a family within the last few years or are getting close, and when my job comes up, the conversation shifts to “oh, you do

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