Living through the last year with Covid-19, everyone has emerged with their own takeaways. In our field of estate planning &...
Times have changed and so has the idea of what a traditional family looks like. Due to economic or practical circumstances, more households have become multi-generational homes with grandparents, parents and children all living under one roof, according to a Pew Research Center analysis of census data. The dynamic of a multi-generational...
You have a special needs trust— or you have been designated as the trustee of a special needs trust— or your child has a special needs trust. What is a trust? What is a trustee? What is a beneficiary? What are all these terms you’ve never used before even though your first...
By: Nora Garvey
Taking the emotions out of death and financesAs families gather for the holidays, talking about long-term financial security and trusts may not be top of mind. Death and finances are often two of the most uncomfortable topics for families to talk...
By Matthew Erskine
The key to estate planning for many years has been the time value of money - the assumption that an investment asset will be worth more in the future than it is today. Since the 1930’s, this assumption has been proven correct, as the total return on investments...
by: Christopher D. Wright, JD, CPA
Estate planning should be a fairly straightforward exercise in...
By: Megan Gorman
Across the country, Americans are reeling from the impact of the Covid-19 crisis. But as volatility impacts all areas of our daily life, many wealthy Americans are looking at their estate planning to see if there are any unique opportunities.
While this may seem...
By Hilary Shenfeld
"It is unconscionable that educators and parents are being asked to plan for end-of-life decisions because our country has no plan for reopening schools and institutions of higher education safely," says NEA president Lily Eskelsen García.
Many school districts have announced they won't hold...
