The following articles can also be found published in community newspapers.

Estate Planning For ‘Split-Level’ Families

Estate Planning For ‘Split-Level’ Families

Many people need to rethink their families' financial future because of second marriages or later-in-life pregnancies. Whether they have the same parents or not, a significant age difference between siblings is now termed a ‘split- level’ family.  ‘Split-level’...

Living and Planning in a Volatile Environment

Living and Planning in a Volatile Environment

No matter how volatile world affairs seems to be, the need for estate planning, and providing family security is still of primary importance to everyone. Here are some questions to ask yourself and are relevant no matter what is going on around us nation or worldwide....

Scams During Tax Season

Scams During Tax Season

Filing taxes can be stressful, and to make it worse there are unscrupulous people who are trying to take your money. Scammers are everywhere, on the phone, online or even in your tax preparer's office. That is why it is important to know just how and where you are...

When a Child Turns 18, The Rules Change

When a Child Turns 18, The Rules Change

One of my clients called frantically last week, as their daughter, now in college, was taken to the hospital and they were having difficulty getting information about her condition, or even speaking to the doctors. Is this situation a rarity? Many parents are...