Well, I can’t believe it’s almost – depending on your persuasion – Passover and Easter again! I hope you all are planning a very nice holiday with your families. As we age and our parents age, for a lot of people, it’s more and more difficult to pay for long term...
Cool Stuff
Sending The Kids Off To College
Have you started thinking about the cost of a college education? Any good financial and estate plan should include provisions for financing the cost of education for your children. There are many options available to help you save for college, including college 529...
What Happens In Vegas….
In the last couple of weeks, Karen and I had to travel to Las Vegas for a wedding. You may remember this is where Karen lived when we met. So, it wasn’t a quickie, drive thru chapel type wedding. It was a real bash! Karen was a bridesmaid for the first time in...
What are the general benefits for VA Aid and Attendance Benefits?
2010 Maximum Pension Rates for Aid and Attendance Single Veteran $1,644.00 Per Month or $19,736.00 Per Year Married Veteran $1,949.00 Per Month or $23,396.00 Per Year Widowed Spouse $1,056.00 Per Month or $12,681.00 Per Year Veteran Married to Veteran $2,540.00 Per...
Israel, the Flu, Birthday Boy and 1st Anniversary…
What a Happy Holiday Season this is turning out to be! I certainly hope that you and your family and loved ones are also enjoying the festivities and the true spirit of the times when we remember our blessings and give to those less fortunate and, of course, our...
“Have A Good Year!”
Rosh HaShanah begins tomorrow night at sunset. If you celebrate Rosh HaShanah, then, “L’Shanah Tovah,” (“May you have a good year!”) Last week, we had our first teleseminar/webinar in over a year, and there were so many people online, that we are going to do this...
Can I Exclude Someone From Being An Heir to My Estate?
I want to disinherit a family member. Will that be easy to do? Many states have varying laws concerning spouses and children, so check with me to see specifically what is possible for these relationships you may want to exclude from your will. Ex-spouses have no...
Wealthy or Not: You Need a Will
A will is a legal instrument that tells the world who you want to get your assets. Move on to the after-life without a will in place, and a judge will decide who gets what, without regard to your wishes and without regard to the needs of your loved ones. Let’s...
The Joy of Life
The Joy of Life Many of my articles are about planning for death. They focus on making sure that your affairs are in order so that you can enjoy peace of mind. They focus on taking advantage of the element of control, while you have it. No matter how well intentioned...
What’s YOUR Magic Wand?
Time is always a premium these days, it seems. Everybody that I talk to seems to never have enough hours in the day! And I’m included in that bunch! When is a good time to buy Christmas gifts? When is a good time to make resolutions and celebrate the passing of the...