Planning for Special Circumstances

What Are You Waiting For? The Blessing of Planning Ahead

Most of my clients are healthy when they contact me. Estate planning is something in which they are engaging as a precautionary measure rather…

Planning for Special Circumstances

Tips for Designating IRA Beneficiaries

Wendy S. Goffe wrote a great guest article on Forbes.com last week that offered tips to avoid problems that can result from incomplete or inaccurate IRA beneficiary…

Planning for Special Circumstances

Growing Number of Americans Choosing Cremation

If you have decided to be cremated when you die, you’re one of a growing number of Americans making that choice. I came across an interesting infographic…

Planning for Special Circumstances

Don’t Keep Your Heirs in the Dark

If you or someone you know has been a beneficiary of an estate, you may have been exposed to the frustration and disagreements that…

Planning for Special Circumstances

Going Out With A Bang

Cremation is increasing in popularity. Currently more than 40 percent of people who die choose cremation, and the numbers are rising. According to recent…

Planning for Special Circumstances

An Online Letter of Intent

Every parent worries about whether their children will be well cared for if tragedy strikes, but the worries are compounded for parents of children with special needs…

Estate Planning, Planning for Special Circumstances

The Importance of Estate Planning in Non-Traditional Families

I got a heartbreaking call this week from a woman whose fiancé had recently died. They had been a couple for many years, and…

Planning for Special Circumstances

Home for the Holidays: Are Mom and Dad Okay?

The holidays are traditionally a time for families to gather together from far and wide. For some who do not live near…

Planning for Special Circumstances

Estate Planning Gone Wrong

If you’re like me, you’ve probably received at least half a dozen emails like the one illustrated in the cartoon below:…

Planning for Special Circumstances

Ding Dong, The Witch Is Dead!

Obituaries are typically an opportunity honor family members who have passed away with details about their lives, accomplishments and the people whose lives they…