How Often Should I Review My Estate Plan?

I am asked this important question several times each week.  There is no right answer to the question.  Consider the following guidelines to determine when and how often your estate plan should be reviewed. At a minimum, I recommend you review the basic terms of your...

Charitable Giving With Retirement Assets

Frequently clients are interested in making a gift to one or more charities they supported during their lifetime, such as their college, church or synagogue, or a charitable organization where they volunteered their time.  Properly funding the gift is an important...

Are Your Children Heading Off To College?

If you are like most parents with college-bound children, the last thing on your mind is estate planning.  You may be sad to see your baby leave for college, or you may be dismantling their room so you can have your own space.  You may also be lamenting the fact that...

Selecting A Caregiver For Your Pet

Last week, I covered some considerations in selecting a guardian for minor children.  For some people, their “children” are of the furry variety, and those “fur babies” will need care when their beloved owners are deceased.  Selecting a caregiver for a beloved pet can...