Most People Put Off Protecting Their FamiliesMost Americans feel confused about estate planning. It’s hard to decipher what you really need and how the different parts of an estate...
A Mathematical Theory Says the Best Age to Get Married is 26If you are looking for a spouse there’s an app for that … and now there’s an algorithm! Really, there’s a formula behind determining the...
Why You Need a Health Care DirectiveLet’s face it, no one wants to think about aging and illness. In my recent blog post Procrastination About Your Estate Plan? Me Too, I admit
Procrastination About Your Estate Plan? Me Too.Every week I talk to people who tell me that they’ve been procrastinating about getting their estate plan together. I get it. It took me...
What to do with Online AccountsNowadays almost everyone has digital assets whether they realize it or not. Although we do not yet have a legally-accepted definition of...
Get Ready for SummerThis year is flying by! It’s already May and summer is right around the corner. In a few short weeks kids will be out of school and the...
Prince: No Will Now WhatPrince’s death last week stands to make millionaires out of his six surviving siblings. That is, once the dust has settled. As of this...
Big Battles Over Little ThingsPeople work their entire lives to create a nest egg and hopefully leave a lasting, positive legacy for their children and grandchildren....
Basics of "Basis""Basis" is an important income tax concept used to determine the amount of taxable income that results when you transfer an asset. The...