Planning for Your Pet’s Future After You’re Gone

They often sleep in our beds, go for long walks with us, and show us affection after a long, hard day. They may be our pets, but it’s no surprise that today many people consider their pets to be members of the family and treat them accordingly. In our case, my dog Lucy comes to […]

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What is a Beneficiary Designation?

There is a critical part of estate planning that is not part of the essential legal readiness documents such as Wills, Trusts, and Powers of Attorney. Having accurate and up to date beneficiary designations on certain financial accounts, life insurance policies, and life insurance policies can avoid unintended consequences when someone dies. Many people don’t […]

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Why Wednesdays Scare Me

Okay, I’ll admit it. Wednesdays scare me a bit, not because it’s Wednesday and not because it’s “Hump Day.” I have nothing against Wednesday the day. When I was growing up in New York, on TV commercials Wednesdays were called “Prince Spaghetti Day.” Not in my house, but it was a thing, I guess. It’s […]

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Firearms and Estate Planning

When we talk about estate planning, we often discuss the idea of passing our tangible personal property (also known as our “stuff,” or in the minds of many clients, their “treasures!”) to others when we pass away. One thing that we do not often talk about, but is certainly relevant to address in a plan, […]

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Expecting the Unexpected

“Your heart attack will be tomorrow.” Some of you may have seen the TV commercial where a man is handed a note telling him that he was scheduled for a heart attack the following day. While clearly a fictional event, if you were given a day’s notice of an impending heart attack, stroke, or serious […]

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Benefits of Trusts for Average Folks

During a recent client meeting I was discussing the relative merits of a Trust-based plan over a Will-based plan given the circumstances of these particular clients. The clients said something which I have heard a lot over the years in various versions—“we are not wealthy people like Warren Buffett or Bill Gates, we don’t need […]

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