Tag 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

Posted in College, Estate Planning, Future, Plan, Retirement | Tagged , , , , , , , , , , , , , , , , | Leave a comment

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

“Intangible” Estate Planning– its not in the paperwork

Will Trust Revocable Trust Health Care Directive Power of Attorney You have probably heard these words a million times when it comes to estate planning. Those words are key in estate planning. They take your assets and distribute it to … Continue reading

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Happy New Year’s Eve!

Its never too early or too late to start a new goal or challenge. Want to know the key to success?? It’s to DO- take steps that will move you forward. Hope helps, but it’s not enough. As this year … Continue reading

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New Year, New You! Make this year YOUR year.

Someone once told me that the definition of Insanity is doing the same thing over and over and expecting different results. (My younger brother, apparently quoting Albert Einstein) Each year, we all make resolutions- lose weight, save more, eat better, … Continue reading

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