15 February

Without sugarcoating things, death is inevitable, and incapacitation is unpredictable. Nobody ever knows what tomorrow holds, and that’s why you need to look for ways to accomplish what you have in mind while you still have the time. You probably have things like assets, trusts, and guardianships that you wish to be handled in a […]

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09 February

Dear Len and Rosie, I am one of nine adult children. Our 81-year-old very stubborn mother owns her home free and clear. She is a bit gun shy about discussing her estate, and she has no will. Whenever we try to talk to her about getting a will or a trust, she always says, “Don’t […]

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07 February

The COVID-19 pandemic has put a spotlight on legacy planning by highlighting the need to get estate plans in order — a task most of us have admittedly neglected. Factor in the prospect of a lower estate tax exemption in the near future and an aging, affluent baby boomer population and it seems that 2021 […]

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04 February

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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01 February

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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