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

Say NO to Joint Ownership, Especially Now

Say NO to Joint Ownership, Especially Now

Many people believe an ‘easy’ way to avoid probate or to enable their children to assist them as they get older is to add their child’s name to their bank accounts or to the deed to their home. While this strategy may work in certain situations, there are many reasons why this approach is not recommended.

Sentimental Possessions May Create Conflict

Sentimental Possessions May Create Conflict

Unlike financial assets, which can generally be divided easily amongst heirs, tangible personal property is unique. The complexity of distributing a lifetime’s worth of possessions is something many people overlook. Families have been torn apart over everything from...

Role Reversal During Pandemic

Role Reversal During Pandemic

The role reversal between parent and child isn’t easy. Many children, during the Covid pandemic assumed the role of caregivers, to protect their parents from financial predators and assisting in the management of their finances, and daily chores. Additionally, some...

Covid 19 Demands Our Attention

Covid 19 Demands Our Attention

The reality of COVID-19 has forced many individuals to address the “what if” scenarios, previously unthinkable. No one ever wants to talk about, death, but with the current world wide health situation, we must. Many people are now trying to put together estate plans...

Power over Debt Harassment

Power over Debt Harassment

The Covid-19 pandemic has caused millions of people across the United States to lose their jobs, savings and the ability to pay their debts and obligations. As the economy is beginning to open up, creditors are again, becoming more aggressive in their tactics to get...

Negotiate Now

Negotiate Now

Millions of Americans are struggling financially as a result of the Covid 19 pandemic and that is making many people rethink plans for their college-bound family members. Many parents, and certainly the grandparents who may be helping with tuition are faced with a...