Planning Ahead for Grandchildren

Q. Two years ago, our daughter Meredith got married. Today, she called to tell us that she is expecting twins! My husband and I are overjoyed, as they will be our first grandchildren. We want to make sure we include them in our … [Read more...]

What’s in Your Estate Plan, Mom and Dad?

Q. Our daughter, Melanie, recently came to visit us. She told us that she and her husband will be meeting with your firm to do their estate planning and incapacity planning. Then, she inquired about what we put in our estate plan. … [Read more...]

Critter Corner: Keeping Emotions Out of the Estate Planning Conversation

Dear Ribbit, I understand that discussing estate planning with adult children can be an emotionally charged conversation. However, I know it’s a critical topic to address with family members. In my situation, my daughter is … [Read more...]

Her Parents Were Kidnapped by a Professional Guardian

Rudy North was an avid reader, who had a sharp mind and liked to write down quotes from his favorite books. Rennie, his wife of fifty-seven years, was recovering from lymphoma and suffered from neuropathy so severe that her legs … [Read more...]

When Your Adult Child Is a Financial Train Wreck

Q1. My husband and I are parents of three. Our older daughter, Amanda, who lives close by with her family, has a stable job, and is fiscally responsible. Our son, Joseph, is almost done with medical school, and … [Read more...]

TED Talks: New Ways to Think About Death

Most people don't like to think about dying. We’d rather focus our energy on the people and the things we love, happy times, and things that bring us joy. But, as we all know, death is inevitable, and shouldn’t be ignored. Despite … [Read more...]

How to Downsize the Right Way

Q. My husband and I became empty-nesters when our son and daughter moved out and started families of their own. We will be selling our home and moving to a condominium in a senior living community in a couple of months. I admit … [Read more...]

How to Minimize Family Conflict Over Your Estate Planning Wishes

Q. My children are very different, and sadly they don’t get along. My son, John, has been a PhD student for more than 10 years now. He insists that his research is going well and that he will be done soon.  At the age of 45, he … [Read more...]

Critter Corner: I Don’t Want Your Vacation Home, Mom!

Dear Commander Bun Bun, My mother just did her estate planning and she told me she will be leaving us her vacation home. My father is deceased, and I am an only child. Despite her generosity, my family doesn’t want the home, … [Read more...]

Tax Advantages and Overlooked Deductions for Retirees 

Q. April 15 is quickly approaching, and my husband and I are planning on doing our taxes soon. As retirees, I know that there must be some deductions that we may be overlooking. Of course, similar to most seniors on a fixed … [Read more...]