Category Archives: Future

Your Nest Egg vs. Your Children’s Education

As many of you know, I am a HUGE (did I mention HUGE?) advocate of proper planning- whether it’s estate planning, financial planning, party planning or vacation planning. Yes, I am that person who creates an itinerary for a family vacation! Recently, I … Continue reading

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Don’t be a Fool this April- Plan ahead!

Happy April Folks!  We hope everyone enjoyed their Easter holiday (if it was celebrated)! Our office has been busy assisting clients with estate planning issues, probate hearings, child visitation modifications, writing a new e-book, working on an “Estate Planning 101” … Continue reading

Posted in blended families, Children, Estate Planning, Family, Future, Goals, Wills | Tagged , , , , , , , , , , , , , , , , | Leave a comment

The TOP 4 (MUST HAVE) Estate Planning Documents

If you follow us on Facebook or Twitter, you have probably seen the weekly Friday “Homework” in preparing for your estate planning meeting. If you don’t follow us, you should! So, what is this “Homework?” Well it’s basically a list of … Continue reading

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Always Wear Clean Underwear

My grandma used to tell me to always wear clean underwear. Not, that I had a problem changing them. 🙂 I’m sure you’ve heard this saying once before in your life! She would always ask, “What if you’re in an … Continue reading

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“My parents aren’t getting any younger. How do I talk to them about Estate Planning?”

It’s Monday! That means its the start of a new “work” week and time to get things done! I was talking to a client last week (let’s call her Cristina), a wife and mother of two young children. We were … Continue reading

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