Latest Blog Entries

So you don’t think you need a Living Trust? Or do you?

Although a Living Trust may not be a fit for everybody, it’s a must for most people.  For the most part, we all share – – whether you are single, divorced, married or an unmarried couple – – common objectives in doing an estate plan. 1st:   Distribution Making sure the right people get your assets (not […]

Not all life insurance companies are created equal

Many families depend of life insurance proceeds to do accomplish a variety of goals at their death. It could be that it is to be used to fund a college account for children or pay off the mortgage for example. Determining which insurance company may be just as important as determining the type and value. […]

Portability could save your estate thousands

While the attention of the nation was focused on the battle over the American Taxpayer Relief Act of 2012 because of the impact on personal income tax, the law also made significant changes to estate tax law.  People spend a lifetime building financial security and working diligently to build an estate to pass to their […]

Is your loved one at risk of losing Medicaid or SSI?

If you are the parent or other caregiver for a person with a serious medical or physical disability, you may find yourself wanting to directly financially assist and support your loved one with special needs.  But this can create problems if your loved one receives government benefits, such as Medicaid or Social Security Income (SSI).  […]

You May Be Young, But You Are Still At Risk

The possibility that we may suffer a catastrophic injury in a car accident or suffer from a sudden serious illness that leaves us physically or mentally incapacitated is not something many of us give much thought to.  While many consider it morbid to plan for such events, the reality is that it does happen regardless […]

What’s good for the goose MAY NOT be good for the gander

So often I hear from clients that they struggled with deciding how to choose an estate planning attorney. Many did not know how to bring up the subject with a friend or what qualifications an estate planning attorney should have.   If you are encountering the same obstacles, a great place to start is to […]

A Dog’s Last Will and Testament – you will be missed Lamont!

I posted this a few weeks back and thought that today it deserved to be re-posted for a very special dog.  A wonderful friend of mine lost her dog yesterday.  Lamont was a part of the family for 13 years.  I have been in her shoes more times than I care to remember and I […]

The one “thing” that changed my life

Good and bad “things” happens every day to every one of us. These “things” are what make us who we are.  How we allow the “things” to affect our lives is what our life ultimately becomes. Zio Giovanni’s death is my “thing” that changed the rest of my life. He had a great sense of […]

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