What Assets have to flow through Probate?

May 31st, 2022 (No Comments)

  The goal of many is to ensure that their assets do not have to flow through probate. This ensures that assets are not tied up in the legal process and saves many headaches for your loved ones. There are many tools that we can employ to ensure that assets do not flow through probate. […]

Estate Planning is a Philosophy

May 13th, 2022 (No Comments)

  The stoics had a practice whereby they would meditate on the possible negatives that could befall them in the future. This was not in an attempt to garner pity, nor was it a woe is me exercise in self-indulgence. They wanted to be prepared. Preparation isn’t just about having a plan but also knowing what could happen […]

The Downside to IRAs: No Such Thing as a Free Lunch

May 4th, 2022 (No Comments)

  Ah the IRA. Now that pension plans have all but gone the way of the dinosaur, the IRA has been the retirement vehicle of choice for the American middle-class. Since it’s inception, the IRA has been touted as a “no-brainer.” Far and wide, financial planners and financial gurus alike feel safe in advising that […]

How to plan for long-term care…

May 3rd, 2022 (No Comments)

No one wants to go to a nursing home. This is something that I have heard time and time again as an elder law attorney. But what happens if you or your loved one has no other choice? The reality is that over 60% of all people in the United States will, at some point […]

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