New Year’s Resolution 2: The Coma/Dementia Risk

Much of the asset-protection planning I do involves what happens when someone dies.  For example, you create a last will and testament.  But a lot of bad things can happen to us before we die.   You might be in a car accident and lose your mental faculties.  Or develop mental conditions like dementia . . . → Read More: New Year’s Resolution 2: The Coma/Dementia Risk

New Year’s Resolution 1: Protecting Your Home from Nursing Home Costs

It’s a new year, and we want to help you take easy steps to protect your hard-earned assets.  Over the next week or so, we’ll be proposing a series of mini-resolutions that you can easily put into effect right now to protect your family.

Problem:  If you are approaching retirement age, you should know . . . → Read More: New Year’s Resolution 1: Protecting Your Home from Nursing Home Costs

Having the

As families gather together for the upcoming holidays and consider what to give each other, one invaluable gift is often overlooked.   It is a loving and open conversation about the future, in which family members discuss sensitive issues about how the family plans to face the aging, illness, and mortality of its members.

Families . . . → Read More: Having the “Conversation” is a priceless holiday gift

Planning protects you from the Four "D"s

We live in a society that increasingly places us at high financial risk. The statistics are eye-opening.

Forty percent of first marriages end in divorce, as do 60 percent of second marriages. We continue to pile up enormous consumer debt, unable to repay about $22.5 billion of it. We spend about $310 billion a . . . → Read More: Planning protects you from the Four “D”s

Summer Vacation Planning: If the Unexpected Happens?

“The trouble is, you think you have time.” – Jack Kornfield, Buddha’s Little Instruction Book

Summer has arrived, and many of us are already harried with planning the details of our  upcoming vacation trips.   Columnist Susan Heller has quipped: “When preparing to travel, lay out all your clothes and all your money.  Then . . . → Read More: Summer Vacation Planning: If the Unexpected Happens?