Anyone who knew Hal five years ago, when he was 66, would describe him as sharp, clever, and quick-witted. He had a knack for trivia and always answered more questions on Jeopardy than anyone else in the room. He always handled … [Read more...]
Print This PageThe Five Biggest Estate Planning Mistakes
May 16, 2014 by
Q. I recently retired after 35 years as a federal employee. I funded my retirement plan, paid off my home, and amassed enough savings to cover future expenses and hopefully leave a financial legacy to my loved ones. When it comes … [Read more...]
Print This PageAre You Prepared For Incapacity?
April 22, 2014 by
What would happen if you were in an accident, or had a stroke, or for another reason you suddenly became incapacitated or comatose, and were unable to make decisions for yourself? It is difficult to think about, but if this … [Read more...]
Print This PageDeciding How to Distribute Your Estate
May 7, 2013 by
Bill, Glenda, and Theresa are siblings. Glenda runs the family business and is married to a doctor. They have chosen not to have children. Bill is a teacher and his wife Sheila is a stay-at-home mom and they have two children. … [Read more...]
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