“Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future and the future of your loved ones. Here…

“Divorce is not easy. It’s not only a difficult time emotionally, but you also have a lot to do and many decisions to make. I am going to add one more task to your “to do” list. You need to address your estate plan. It could be the plan deep…

“Most people are devoted to their pets but do not realize they can include their pets in their estate plan. Including a pet may be something as simple as naming a custodian to ensure the pets are re-homed, or as detailed as setting aside funds to care for the pets.…

When life’s two certainties, death and taxes intersect, it can be complicated and confusing. This article breaks down some of your inheritance tax questions. How Taxes May Affect Your Inheritance

“A properly designed special needs trust promotes the comfort and happiness of the special needs beneficiary without sacrificing eligibility for benefits. A sufficiently funded trust can provide for medical expenses, education and necessary equipment, like a handicapped-accessible vehicle. The trust can also provide for other self-esteem and quality-of-life enhancing expenses…

“I exhort clients to think carefully when selecting or replacing executors — the persons who are the key figures in the settling of their estates. They’re best served by individuals willing to take jobs that are potentially time-consuming and demanding.” – Julian Block Choosing an executor is a critical component…