Millennials by Age The American Millennials are adults born between the years 1981 and 1996 (ages 23 to 38 in 2019. Those born from 1997 on are considered part of another generation). They often refer to my Generation, mid-fifties and up, as the “Sandwich Generation”. This being “because the adult kids won’t leave and their... [Read More]
Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.
Mr. Jackson made a tough process easy and painless! - Kyle M.
"Integrity, trust - a rare item - it's here! - Ron F.
Tough Talks: Estranged Children, Pre-Nuptial Agreements, and Healthcare Helpers
Following our line of discussion for Seniors who remarry or join into a Partnership, we’re tackling the tough issues of Estranged Children, Pre-Nuptial Agreements and Healthcare Advocates. We will break them apart by topic, but like all of these discussions, the topics/issues overlap when Senior Couples remarry or... [Read More]
Blended Families: Impact on Estate Planning
Our last blog introduced one of the toughest talks we have with clients – those concerning their Adult Children and Grandchildren. As we said in the outset this is a “Highly Charged” area as these emotions are so close to the heart and the relationships are so intricately interwoven. There is no right or wrong... [Read More]
Blended Families – Adult Children – Grandchildren
The tough talks we, as lawyers, have with our clients about their estate planning often involve a discussion about the relationships they hold dearest. This blog series, Tough Talks, addresses those relationships and how they impact estate planning. Let’s recap briefly: We have discussed that 55 and up year old people are increasingly remarrying (Blog... [Read More]
Oops: Accidentally disinheriting loved ones
Continuing our series on “Getting Real: Tough Talks in Estate Planning” we discuss what may happen when changes are made to your Estate Plan. Updates or changes are often made when changes in a person’s relationships occur (re-marriage, for example). Changing your Estate Plan can trigger the need to update and change other important documents. ... [Read More]
Remarriage – Money Discussions and Impact on Estate Planning
In this ongoing series, Getting Real, we talk about the Tough Talks estate planning lawyers undertake with their clients. Remarriage is a common topic. We previously discussed the high percentage of people that remarry or enter into a partnership after they are 55 years old. This statistic has increased over time as we pointed out... [Read More]
Remarriage – Partner: Getting Real in Estate Planning
In our last blog (Getting Real in Estate Planning: Tough Talks), we wrote about the difficult or sensitive conversations estate planning lawyers have with their clients. It’s what we must do to ensure your estate planning goals are achieved which is why listening and knowing what to ask are so important. The first topic we... [Read More]
Getting Real in Estate Planning: Tough Talks
A lot of what we do, is hear great stories. We meet fabulous individuals, and hear a lot about their kids and their interesting stories about their lives and how they became successful and can now leave something to their loved ones. This is a positive in estate planning. The other side of Estate Planning... [Read More]
Merry Christmas and Happy Hanukkah!
We wish you and your loved ones a warm and gracious time with loved ones. For many of us our family consists of friends who can be closer than brothers and sisters. As the year winds down remember to be thankful for even the smallest blessings. We wish you warm feelings of contentment and joy.... [Read More]
Traveling for the Holidays? Does your Estate Plan work across State lines?
Christmas time is the second most traveled holiday in the United States after Thanksgiving. People are traveling to be near loved ones, friends, family or as a time away for vacation from work or school. Your Estate Plan may only be valid in your own State and not be valid when you are crossing into... [Read More]