As we come to the end of yet, another year, it is always important to reflect on the year that is ending. In our own reflecting, we were thinking of ways to help our clients more after their services have … Read More
I think we can all agree that we feel most insecure when suddenly, the order and direction of our daily life is upended unexpectedly. This is especially true when there has been a death in your family. This is often … Read More
1. Becoming a Financial Victim If you suspect that your spouse is planning a divorce, make copies of all vital financial records such as account statements (savings, stockbroker, real estate partnership) and data that relates to your marital lifestyle (checking … Read More
Few issues are more contentious than deciding “who gets what” when creating an estate plan. Fights over terms in a will and intentions of an elder relative often lead to bitter disagreement and feuding that can permanently ruin family relationships. It … Read More
When it comes to 529 Plans and Divorce, there are a lot of questions. Here is a breakdown of what a 529 plan is and how it can be divided during a divorce. 1. What is a 529 plan? A … Read More