Is A Trust Smart For You?

Posted by on Jun 7, 2014 in General | 0 comments

“If we wait until we’re ready, we’ll be waiting for the rest of our lives.” – Lemony Snicket Parenting is more than reading to your children or getting them to eat their vegetables. It’s also about securing their financial future. One way to do that is by drafting a trust and naming a trustee. This […]

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Caring For Two Generations!

Posted by on May 19, 2014 in General | 0 comments

“You cannot drive your car looking at the rear view mirror. Focus on going forward.” – Steve Harvey Depending on your perspective, this can feel like a double-whammy. Certainly, as with children, it’s always a better idea to focus on the benefits of more time with your parents, etc. … but yes, I’ve seen many […]

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Three “Must-Do’s” For Responsible Parents

Posted by on Nov 18, 2012 in General | 0 comments

Many people think that because the “estate tax” threshold has been raised as high as it has, that estate planning is no longer very necessary. Well, this issue is so much bigger than how much money Uncle Sam gets to take from an estate. You see, when I think about what frightens parents most, seeing […]

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Keeping Your Family’s Heads Up

Posted by on Nov 4, 2012 in General | 0 comments

  When a close friend or family member loses their home, or their job (or both), it can be frightening on several levels. You begin to wonder if the same could happen to you. And, as you’re probably aware, this fear of economic uncertainty causes anxiety in many children, too. While it is impossible to […]

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Three Most Important Family Preparedness Steps

Posted by on Jul 24, 2011 in General | 0 comments

When I think about what frightens parents, seeing their children in a vulnerable position pretty much tops the list–whether it’s at home, at the pool, or any other place in public. What exacerbates this is knowing the fear which children themselves feel when they are surrounded by people they don’t know, and when they can’t […]

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