Having money and managing it well don’t always go hand in hand. Financial planners say their wealthy clients often spend too much, and those who come into a sudden fortune tend to trust too easily. For others, failing to share their financial values and goals with their families creates trouble for their heirs. Read more […]
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In a mythical American past, families took out one 30-year mortgage, worked at one company for 30 years while paying off the mortgage and sailed off into retirement free of debt. Today, the reality is that the dream of retiring debt free is fading, and debt among older Americans is soaring. The percentage of households […]
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Nobody wants to confront their own mortality. But estate planning doesn’t have to be difficult, complicated or expensive. It’s amazing how many people wait till the last minute to do their holiday shopping. It’s not like the holidays are a surprise. They’re as inevitable as the sunrise, yet many people don’t prepare in advance. Read […]
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Estate planning is an essential step in the divorce process that is often overlooked. Careful attention must be afforded to the complex issues that may arise when dealing with an estate plan where a divorce action is pending or has been finalized. Your estate plan should be reviewed and updated after separation and before the […]
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For many of us the Coronavirus pandemic has brought things sharply into perspective and led us to re-evaluate our priorities, whether that means spending more time with loved ones, making time for hobbies and exercise, or just getting outdoors. Read more at https://www.lexology.com/library/detail.aspx?g=f0467e1e-e33a-4b8c-b790-577f2f0888a0
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