The Added Value of a Year-end Net Worth Summary
The value is so much more than the net dollars from assets minus liabilities. By keeping an accurate record of accounts, whose names are on the accounts, as well as the dollar value on a regular basis, you can make more informed decisions for the coming year, strategize for tax
New Chapters of Life
Seniors may be graduating from school or graduating to assisted living. Both are facing new chapters of life that require changes to their estate plans and management.
Four Reasons Couples Should Talk About Their Finances
Four reasons for women to invest their time in understanding their individual and joint finances and assets.
Enrich Your Marriage on Date Nights
Good estate topics for date nights are a great way to stay on the same page with your spouse.
Get Around To It in January
Get around to setting up or reviewing and updating your estate plan this January. Here's why.
Considering a Trust?
One size does not fit all when it comes to trusts. An experienced estate planning attorney should be your first resource if considering a trust.
Cookies & Dough from Grandparents
Cookies and dough from grandparents delight grandchildren at different ages.
Spring Cleaning Legal Style
Getting the urge for spring cleaning? Try a new approach and organize all that paperwork that seems to multiply in files. You might even burn out a shredder in the process.
Seniors Cannot Afford to be Ostriches
This article, Seniors Cannot Afford to be Ostriches, is advice based on what Melanie and John Holliman see too often with senior clients in their law practice.