Your parents called, and they asked me to write you this note about what to do when inheriting their money. I wasn’t thrilled with the idea, but they are good people, so I figured I better do it. We both know how hard it is to say “NO” to them so let’s take a look […]
Case Study: Planning Issues for Spouses with Large Age Differential
Love has no age limit. Couples who meet in high school or college are typically less than 4 years apart in age. However, when spouses marry later in life, the age gap can be 10, 15 or even 20+ years. Planning for spouses who have a large age differential presents unique planning issues. Meet the […]
Financial Planning for the One Who Has It All
Imagine this. We are going to take everything from you except the clothes on your back. Now we are going to give you a bag of money that equals your net worth before we took everything away. What are you going to do with this money? Will you have the same house and the same […]
Why your Pastor may Refer you to a Financial Planner
As you settle into the pews for Sunday service, the pastor mentions to the congregation that it’s ‘Giving Sunday’ – the annual ritual of giving parishioners the opportunity to give, the responsibility to share, the joy of tithing. Imagine the pastor beginning the homily with a parable about the time the sinner met with the […]
Estate Planning from the Cottage Pier
You’ve all read the articles about the importance of having a well drafted estate plan. The articles start with the importance of having a Will, then dovetail into the necessity of having Power of Attorney Forms. The article reaches a not-so fascinating crescendo by talking about Revocable Living Trusts and how they work. Yep, we’ve […]
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