Planning matters

Recognizing Elder Financial Abuse

Adults over the age of 65 hold about a third of the nation’s wealth, and this proportion will increase as our society continues to grow older. Many older adults reap the benefits of wealth intentionally accumulated from a lifetime of hard work, but unfortunately some will fall victim to scam and fraud through elder financial…

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Who Will Take Care of Your Affairs If You Can’t?

Planning for Incapacity A question that we regularly ask clients during annual reviews is whether they have all of their estate documents drafted. Most people think that having a will or trust is sufficient, but it only guides what should happen after you die. If you are unable to conduct your affairs due to an…

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Estate documents you need because parenting doesn’t stop when your child turns 18

Parents are often amazed when their children finally become adults. Turning 18 is a celebratory milestone, and no doubt the experience will leave you wondering how the years flew by so quickly. And even though your child will always be your baby in your eyes, once they turn 18 the law sees it very differently….

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Pearls of Wisdom: Estate Planning Resolutions

In 2018, we’ll periodically share “Pearls of Wisdom” on a variety of frequently-encountered planning situations. This month, we focus on ensuring that proper estate planning documents are in place…

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Who Can You Trust with Your Trust?

Here’s a scenario: you’ve taken all the steps to get your estate in order, including the establishment of a trust that will benefit your children until they are old enough to handle a substantial sum. Since the success of a trust depends on the trustee(s) you choose to manage it, how do you decide who should fill this role?

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