Posts Tagged "trust"

Navigating the Waters of Long-term Care Insurance

Mar 14 2011

I’m almost afraid to take on this one, but here goes. I’m in the process of deciding on long-term care for my…

How To Enjoy the Gene Pool (or, How To Survive Family Vacations)

Aug 23 2010

I just got back from a trip to my dad and stepmom’s house.  My husband and two kids joined me.  My sister…

Estate Planning: Get It Done NOW

Mar 22 2010

I do have one non-negotiable, must-do for my clients:  Get your estate planning done.  By that, I mean, get your legal paperwork…

Deferring Taxes and Ending Up Financially Ahead

Dec 07 2009

Bemoaning not having sold a piece of real estate four years ago when values were higher?  What if you could sell now,…

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