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Latest Blog Posts

Planning for your children's education

Posted on: June 28th, 2011
One thing that caught my attention was a section dealing with the children of the sailors. In particular, it discussed how Eugene "Red" O'Brien, a wheelsman, encouraged his son to attend college and get an education by establishing a trust for his education....

It doesn't have to have monetary value to be important to your estate

Posted on: June 7th, 2011
Fundamentals of a “well-thought-out estate plan,” – whether prince or pauper....

Hiring a caregiver is trickier than you think

Posted on: May 25th, 2011
If you are hiring a caregiver for yourself or another loved one, you may be tempted to try to make the process as simple as possible by treating the caregiver as a "private contractor." ...


Posted on: May 10th, 2011
Your “instruction manual” for your children or survivors should begin with the basics. First, do you have a Trust and Will? If so, have you written instructions for your kids (survivors) to follow at your death or disability? ...

Three Classic Estate Planning Blunders

Posted on: April 20th, 2011
Too often, estate plans fail. Here are the three most common reasons....

Financial Parenting Tips

Posted on: March 29th, 2011
Here are a few parental tips to help set the tone for your children and their approach to handling the money you provide....
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