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5 Estate Planning Documents Clients Must Have

8/11/15 –  A “simple” estate plan doesn’t just include a Will.   If you don’t want, or think you don’t need, an estate plan based upon a Trust, you should have at least these 5 documents in your estate plan.  READ MORE HERE.

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What’s Almost as Certain as Death? Not Talking About the Inheritance

NY – August 1, 2014 “IF there is a boogeyman when it comes to family conversations about inheritance, it is not death. That happens whether people talk about financial plans or not. It’s the $40 trillion that financial advisers say their baby boomer clients are going to pass to their children either in an orderly way Read More

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YOUR MONEY-What would you do with $100,000?

June 30, 2014 – Reuters What would you do if you suddenly got $100,000, no strings attached?   With $30 trillion set to change hands from one generation to the next over the next 30 years, many beneficiaries will face that issue.   Some will use the money wisely, but unfortunately many will “blow it”. Read More

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Why You Should Update Your Estate Plan

July 3, 2014 – Forbes There is a sense of accomplishment when an estate plan is executed. In fact, it’s quite common for people to sign documents and file them away for safe keeping and forget about them. The danger is that these individuals and families may believe that these matters require no further attention. Read More

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Protecting Elders from Financial Abuse

The Consumer Financial Protection Bureau has issued a Guide, PROTECTING RESIDENTS FROM FINANCIAL EXPLOITATION, A manual for assisted living and nursing facilities.    Many of the items in the Guide apply to any elder, whether living at home or in an elder facility. “The CFPB Office for Older Americans is the only federal office dedicated to the Read More

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Five Myths About Retirement – It's Likely to Cost More Than You Think It Will

Wall Street Journal – May 24, 2014 It’s not all golf and grandchildren. Many people spend years planning for retirement and think they have it all figured out, until they actually retire. Here are a few areas where retirees don’t know as much as they think they do. READ MORE HERE

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Eight Common Myths About Alzheimer's Disease – May 24, 2013 Dementia is not a normal part of aging. Here are some myths about Alzheimer’s disease. READ MORE HERE

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IRS Raises Limit On Tax-Free Lifetime Gifts The IRS has raised the limit on tax-free lifetime gifts to $5.34 Million per person.   READ MORE HERE 

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If You Don’t File, Beware the Ghost Return

From the New York Times – if you don’t file an income tax return, the IRS may file one for you – and you probably won’t like it 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

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