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Are you a planner or more of a "wing it" kind of individual? I think planners are often considered not spontaneous, perhaps inflexible, or even a bit dull (they know what's coming!). Whereas those who like to wing it might be viewed as more...

Before you decide how you want your assets to be distributed after you're gone, please read the following for some good tips.  You don't want to create problems for your loved ones. This article by David Rodeck and Elaine Silvestrini appeared in Kiplinger...

Getting your affairs in order, aka creating an estate plan, is one of the most caring actions you can take for your loved ones. Suppose you have an estate plan already, good for you. But, like many things, this is not a “one-and-done” event. Once you have gone to the...

Until you have personally suffered the loss of a spouse or a close friend, some of these may come as an unpleasant surprise. This article by Evan T. Beach was written for Kiplinger online and published on 2/2/24.  "Some of these could catch surviving spouses by...

I know there are those individuals who tend to think estate planning, making a will, and "getting your affairs in order" is all about the "stuff." The house, the car, the boat, the investments- yes, they are right. But over my many years as an estate planning...

I know there are those individuals who tend to think estate planning, making a will, and "getting your affairs in order" is all about the "stuff." The house, the car, the boat, the investments- yes, they are right. But over my many years as an estate planning...

This article, published by Kiplinger on 2/17/23 and written by Richard M. Ricciardi Jr. Esq, includes some good advice.  If you are updating or creating your estate plan, you might want to review it. "Before you add to your estate planning documents the names of...

We have all seen apocalyptic movies where a handful of bedraggled survivors are forced to use their skills in untested ways. Computer techs disarming bombs or engineers constructing footbridges over deep ravines. It makes for high-drama and is often...

My experience working with blended families is relatively extensive. What I have found to be shared among them all is that each is unique. Their uniqueness comes from the number and ages of the children, the attitudes and relationships between them, ex-spouses, former...