On May 2, I was presented the sad news that one of my assistant’s mother, a widow for many years, has passed away. B. is grief stricken, of course, but there are a few circumstances surrounding her mother’s death that are especially hard on her and her siblings. On...
Helping You Protect Your Loved Ones And Your Legacy
Finance
Three Reasons for Having a Living Trust
There are a multitude of reasons to have a living trust. We can’t begin to cover them all, but we will touch on three reasons very briefly here. Reason #1: Protecting Property for Certain Beneficiaries When most of us think about estate planning, we think about...
If You Need Help, Don’t Be Afraid To Ask
With Rosh Hashana, dance classes and tryouts for “The Nutcracker” (not me; my daughter, Taylor!), and my daughter Hailey’s IEP, it was such a busy week! I didn’t want to let the opportunity go by, though, without getting some timely information to you about what is on...