Monthly Archives: October 2021
The First 3 Estate Planning Documents You Need After Getting Married
People who are cynical about love will tell you that you are nuts to get married, especially if a divorce blasted their financial plans to smithereens. Personal financial celebrity Suze Orman supports your decision to get married, if that is what you and your partner decide to do, but she is outspoken about the… Read More »
How To Get Out Of Your Parents’ Timeshare Agreement
For many seniors, the decision to retire to Florida does not take place overnight. Perhaps your parents used to vacation in Florida every year for several years before they moved here permanently, and come to think of it, maybe it was always the same dates each year, and always in the same apartment and… Read More »
Don’t Just Add Your Children’s Names To Your Assets And Call It A Day: A Tax Accountant’s Plea
Of the two things that are certain, which one is scarier, death or taxes? While fear is a subjective emotion, so there is no answer to that question but there is an answer as to which one you can fix by thinking about it and taking action. There is nothing you can do to… Read More »
Estate Planning For Estranged Parents
Advertisements for estate planning products and estate planning law firms tend to present an unrealistically rosy picture of family life. Yes, it is hard to talk to your adult children about money, and it is even harder to talk to them about mortality, but the TV commercials and the full-page ads in AARP publications… Read More »
