Category Archives: Financial Planning

Planning for the Long Term

As with so many aspects of planning for our futures, many people try to hide their head in the sand when it comes to planning for living a long life that might involve a period of time when our expenses … Continue reading

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The Importance of Special Needs Planning

If you have a special needs child, adult child or you provide for such a person in your will (for example, leaving funds to a special needs person who may be your nephew, granddaughter, or the child of someone you … Continue reading

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Avoiding A Contest

Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone.  So here are a few things to keep … Continue reading

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