A True Story The “great and all powerful Wizard” in the Wizard of Oz conditioned his minions to believe that he was “great” and “all powerful” through the use of devices which were misunderstood and in their awesome manifestations resulted in awe that was undeserved. As a child, many times I was presented with circumstances […]
Category Archives: For Established Solos
Is Your Firm A Sock Bag?
True Story Having grown up with 11 siblings in a very busy household, it was the norm to have our dining room table piled high with processed laundered clothing. My mother worked full time. There was precious little time to sort each item, fold it, and place it in our drawers. Instead, when the Maytag™ […]
Probate Isn’t The Problem, It’s The People . . . .
A True Story As a student in law school, my professor for Wills and Trusts used to say, “Money makes people funny”. As long as someone dies with very little money, in my experience, few issues arise and the modest personal possessions of the deceased are distributed by the family without much discord. My mother-in-law […]
Long Term Care Costs – The Legacy We Fear?
Estate planning isn’t for the faint of heart, or the uninformed. Although it may be perceived as the preparation of a SIMPLE Will and many individuals will try to do their planning using internet resources; is it really that simple? All the clients who visit our estate planning clinic are over 60 years of age […]