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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“Stuff,” Money, and Music

I think it is safe to say that for anyone who has spent time cleaning out someone’s house after a life changing event the words “I wish [Mom and Dad/Grandma/Aunt Mildred, etc.] had more stuff!” have never been uttered. I know those were not the exact words I have used during the clean-out process for […]

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How His, Hers, and Ours Accounts Can Really Cost You!

Many married couples make the decision to keep a bank or brokerage account in their own name without the other spouse having any access or visibility into the use of those accounts. Some folks call these “fun money” or “mad money” accounts and they are perfectly okay for married couples to have for purposes of […]

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Yes, It’s Tax Time Again, But That Can Be A Good Thing.

Okay, I don’t mean that preparing your tax returns and paying taxes is the good thing, though as is often heard around tax time, the old chestnut from U.S. Supreme Court Justice Oliver Wendell Holmes, Jr., “Taxes are what we pay for civilized society” does ring true. The good thing I am referring to really […]

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Casey Kasem’s final sendoff not what he would have wanted.

The recent death of legendary DJ and host of American Top 40 (and the voice of Shaggy on Scooby-Doo,a personal favorite!) Casey Kasem came at the end of a public spectacle of family infighting and legal action that undoubtedly Mr. Kasem would not have wanted. Disputes between his current wife and children from a former […]

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