Category Archives: Estate Planning

Wednesday Morning, 3 AM: Estate Planning for the Little Things

A couple of nights before my kids and I left on a recent family visit to California, I woke up at 3 AM from a nightmare that involved a plane crash and thought, “If that plane goes down, my wife … Continue reading

Posted in Estate Planning | Tagged

Using gifting to accomplish goals and reduce taxes

When we work with clients to build and maintain their financial plans, we do so while keeping in mind the potential tax ramifications of our recommended actions and strategies. We listen to what the client wants to accomplish and then … Continue reading

Posted in Estate Planning, Financial Planning, Taxes

Estate Planning Discussions: Sometimes Difficult but Worth It

Recently my parents, both of whom are in their late 60’s and in relatively good health, shared their estate plans with me. They told me their wishes about how their assets would be distributed, who would serve as executor, who … Continue reading

Posted in Estate Planning, Financial Planning

Not Getting the “Benefit” of the Doubt

As the 70 million+ baby boomers approach retirement (10,000 actually turn age 65 every day), they are thinking about two very important retirement benefits – Medicare and Social Security.  However, those in domestic partnerships (same-sex as well as opposite-sex) may … Continue reading

Posted in Estate Planning, Financial Planning, Retirement Planning, Social Security