Blog

Most of us enjoy finding a low- or no-cost solution to some annoying situation or repair need around the home or office.

Every kid knows that when you’re jumping into a pool full of cool water, there’s only one way to do it: “Cannonball!” You grab a deep breath, take a flying leap, and hit the water all at once.

The Holidays are a time of tradition and giving. For 17 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season.

As we noted here previously, since late last spring, Congress has been considering significant updates to the laws governing certain retirement plans.

Reclaim your time and energy to live your best life

Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not alone.

An abundance of research from psychological and sociological researchers suggests the truth of a piece of common wisdom: money really does not buy happiness—after a certain point.

In our work with family estates, we often hear concerns, expressed either directly or indirectly, about the commitment of “the kids” to charitable and philanthropic goals that are important to our clients. Typically, these are folks who have done well, and giving back to others is a core value for them.

Now that the final rush is on for holiday shoppers and our credit and debit cards are getting their stiffest workout of the year, it might seem an odd time to think about savings strategies. But for those approaching retirement, there’s really no bad season to start strategizing ways to stretch those post-retirement budget dollars as far as possible.

Most of us, when we need advice, try to find the most knowledgeable and experienced person possible. If our car needs repair, we want a mechanic who has fixed hundreds of cars.

Our clients are accustomed to hearing us remind them of the importance of estate planning: having properly designed wills or trusts; keeping their beneficiary designations up to date; periodically reviewing all estate planning documents to be sure they remain current; and everything else that goes along with having and maintaining a solid estate plan. Tags:

• Estate Planning
• Wealth Transfer