Benefits for Veterans and Servicemembers


November 11, 2010
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People join the military for a variety of reasons. For some, enlisting is a family tradition. Others join out of a strong sense of patriotism. And some folks have just watched too many war movies as a kid. Personally, the benefits were one of the many reasons I joined the military. I knew I wanted […]

Get Your Affairs in Order


November 9, 2010
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A recent article published by Forbes, entitled “How to Protect Your Spouse Financially After You Are Gone,” provides a great roadmap for organizing your affairs in order to assist grieving loved ones after your death.  See also my past post, entitled “Get Organized,” which provides an outline for creating an “Emergency Binder.” Taking the time […]

A Living Trust: Is it right for you?


October 10, 2010
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So often clients come to us for help with an estate plan, convinced that a living trust is necessary because they have heard that it is the ideal tool to assure avoidance of a ‘dreaded’ probate proceeding. Many believe that probate is expensive, time-consuming and overwhelming. Therefore, a living trust, coupled with a pour-over will, […]

Estate Planning Basics – Get your ducks in a row


September 25, 2010
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It is essential to have your affairs in order to ensure that your property and family members are cared for after your death.  Your estate plan is the blueprint for your wishes and directives for when you are unable to express such requests either due to incapacity or death.  By creating an estate plan, you […]

A Difficult Conversation


September 22, 2010
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A recent article in the New Yorker, Letting Go discusses various perspectives of those people who are affected by someone who is terminally ill.  The author, Atul Gwande researched and followed patients ranging in age and illness, some of whom had chosen aggressive treatments for potentially terminal illnesses and others who chose hospice care.  The […]