It Was a Dark and Gloomy Night

It Was a Dark and Gloomy Night

It seems the world has been full of bad news these days and I see this when my clients come into my office.  Everyone is depressed, sullen, and cranky; myself included. We’re beating ourselves up daily when we read the paper, watch the news, or walk down the street...
A Stocking “Stuffer” That Can Wait

A Stocking “Stuffer” That Can Wait

Another holiday faux pas—using family time to tell an aging parent that maybe they ought to give up their car keys. Want a real downer? Start talking to a senior about driving and maybe even getting rid of their car. Here’s a stocking stuffer—just hide their keys and...
Where Have All The Tough Guys Gone?

Where Have All The Tough Guys Gone?

I love old movies, especially old Westerns.  I love the tough guys – not the actor who plays the tough guy on screen, but the actual tough guys.  Lee Marvin, with the gravelly voice, sustained an injury during World War II, or Charles Bronson’s icy stare, also a...
All We Have To Do Is Ask

All We Have To Do Is Ask

I had an interesting client this week… We spoke about issues concerning her estate planning, and after our appointment, she proudly displayed her brand-new cell phone to show she was ‘hip’ to technology. (“Hip” is a word used during days of Elvis—meaning we’re cool –...
Safe Goals

Safe Goals

Like most people, you may fail to use your Will or Living Trust to its full potential. You should “program your wishes” to live on after you die. It should be your “periscope from the grave” to accomplish the major goals of inheritance planning. Goal #1: Prevent...