What are the benefits of a living trust? Should you consider adding a living trust to your estate plan and why? Let's explore how a living trust can help you and your family. Read on to see how living trust myths are debunked. What is a Living Trust? A living trust is established as part of your estate plan to be the owner of record for your assets. It allows you to retain control over the trust ... Read More
estate planning
Death and Dealing with the Unexpected
Saturday was a beautiful spring day in New England. Temperatures were moderate. No humidity. It was bright and sunny with languid puffy clouds hanging in the noon time breeze. A beautiful day to be outside especially after the gloomy weather that Mother Nature has thrown at us during the winter and spring so far. A beautiful day for gathering with family and friends and celebrating the ... Read More
How I Gave Everything I Earned to the Government (or the Ex)
All your ex-es may live in Texas as the country song says but do you really want your hard-earned money to follow? And you may be a generous sort but would you rather have your wealth pass on to your family or Uncle Sam? More examples of smart people doing dumb things when it comes to estate and legacy planning. What do you think of when someone says "estate plan?" If you think that it's only ... Read More
Announcing the Financial Focus Road Map Series
Market news got you down? Not sure you want to go to the mailbox? Afraid your 401k has turned into a 201k? Afraid you’ll have to start searching for spare change in your couch to pay for college tuition? Times are scary. And it is in times like these that all of our preconceived notions and assumptions get tested. And they have been sorely tested these past 15 months or so. Who is one left to ... Read More
Financial Steps to a Fresh Start After Divorce
After a marriage breaks up, about the last thing most people want to do is sit down with one more attorney. But no matter how old you are or whether you have kids, it’s important to consult both financial and legal experts to make sure you have an updated estate and financial plan for your new life once the divorce decree is final. It’s also best to blend estate planning with financial planning ... Read More
