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October 2013
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An Annuity Plan Called Social Security – Deferring Benefits Can Yield a Significant Advantage – from The Wall Street Journal

“Know how to get a great deal on an annuity today?   Tap your 401(k) or IRA for living expenses in your first few years of retirement so you can postpone taking Social Security. Most people start their Social Security benefits as early as possible, at age 62, or at least by their “normal” retirement age, Read More

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Small Children and Estate Plans – from Wealth Counsel

There is no better reason to have an estate plan in place than for the well being of your young children.   Often, young parents avoid estate planning because they believe that they are too young, healthy, or can’t afford an attorney.   However, estate planning is a vital part of caring for your young child. READ Read More

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Everyone should have a Will, right? Well, here's a humorous essay on 10 Reasons Why You Should Never Write a Will from the Willing Wisdom Blog:

1.   You have spent a lifetime working, saving and generally deferring consumption to fund your retirement.  Now that your money has outlasted you, it will be awesome to see how the government divides your assets.   Governments always make amazing decisions about other people’s money. READ MORE HERE

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  • "Ms. Wall has been of great assistance in competently preparing our family trusts and assisting with all matters pertaining to the recent death of my mother in law. She is the best example of the professionalism and care for clients who characterizes a great attorney and counselor."  -LN

  • "Dear Genny, On behalf of our family, I want to take a moment to thank you for your time, patience, expertise and especially your kindness while helping us manage the affairs necessary after our Mother’s passing. You may remember commenting that we all seem to get along and how rare that was in your experience. Fortunately, we can appreciate what our parents had worked hard to be able to pass on to us. Having someone of your expertise to help guide us, made it all the easier! Thank you again. May you continue to enjoy personal happiness and professional success."  -Best regards. – MB

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