A “deathbed will” is not the best way to plan the distribution of one’s assets.  In addtion to the problem that you may not actually have a death bead, instead dying instantly and unexpectedly, there is also no guarantee that you will have capacity to create a will.   A New York court recently determined […]

We will be hosting another set of public seminars this week. At these seminars, we will discuss why most estate plans fail to address the real problems that real people face, and what to do about it.  The seminar offers practical solutions to problems like protecting an inheritance from a foolish child or a divorcing […]

Estate planning is on the one hand a very practical matter that involves properly positioning your assets as you prepare to pass them along to your loved ones after you die. But as you’re doing this you will inevitably consider the larger implications of your legacy, and this can be extremely thought-provoking. It is relatively […]

If you are planning for your retirement somewhere within the next 20 years you are certainly not alone. One of the most startling demographic statistics of our era is the way that so many people are reaching retirement age at a similar time, and the numbers speak for themselves. There are currently 10,000 people applying […]

The 91-year-old California woman selling do-it-yourself asphyxiation kits says business is booming.  She sells the kits online for around $60 each.  More here.

When you are planning your estate of course your family members are going to be your first priority, but when you have reached your twilight years you may well take a long look at the totality of your legacy. As the end of your life beckons you may recognize how fortunate you have been and […]

If you’re just starting to consider your legacy, when you begin looking into the subject of estate planning you will see the topic of probate avoidance mentioned quite a bit. With this in mind let’s provide some of background. Everyone has heard of the last will, and if you use your last will as the […]

The firm hosted a series of estate planning seminars for the public in January and March.  Future seminars are scheduled for June 14th, 15th, and 16th. In this popular seminar, we discuss why most estate plans fail to address the real problems that real people face, and what to do about it.  The seminar offers […]

When you sit back and take stock of your legacy the transfer of assets to your loved ones will be a priority, and of course this is what estate planning is all about. However, once you start to think along these lines the period of time that leads up to the trigger event may also […]

By popular demand, in June we will resume our monthly Bootcamp for Advisors series, where we provide 16 hours of continuing education to insurance professionals, certified public accountants, and certified financial planners, on planning techniques that can help them better serve their clients.  The new seminar has been updated to reflect planning techniques under the […]