Category: Wisdoms

  • Do You Have Retirement Questions?

    Most hardworking Americans dream about retirement, but the path to get there can be less than clear. For those relatively new to the workforce, the idea of retiring may feel distant and abstract. However, even people who are only a few years from retirement are often perplexed by the decisions they face. While everyone’s journey…

  • Genius Tip: Designing Your Game Plan

    Albert Einstein famously said that an intellectual solves problems, while a genius avoids them. Here is an example of how you should employ this mindset when you put your estate plan in place.

  • Grief & Bereavement — Part IX

    In the last article we introduced and discussed the process of the virtuous circle of communication. In this article we will discuss how to communicate in a family meeting.

  • No Kids? 5 Tips for Your Retirement

    Many people build their retirement and estate plans around their children and grandchildren. Everything from where they live, to how they spend their time and money, to the legacy they want to leave behind is considered through the prism of their role as parents and grandparents. For those without kids and grandkids, a different formula…

  • Nurturing Your Financial Freedom

    As we all get older, our needs in life change. That can happen in both large and small ways. But one thing we all need to consider is the journey of long-term financial planning. While that can seem like a huge task, by breaking it down into manageable steps, we can all work towards financial…

  • Grief & Bereavement — Part VIII

    In Sherry Turkle’s book, Reclaiming Conversation: The Power of Talk In A Digital Age, she writes about the process of the virtuous circle of communication by discussing the poet, Henry David Thoreau’s moving to Waldon Pond to live more deliberately. Thoreau furnished his cabin with three chairs. One chair to represent solitude, where he could…

  • Estate Planning 101

    The first step in the estate planning process is learning. What do you need to learn? I suggest this as your starting point: You need to discover how to stay in control of your stuff while you are able to be in control, as well as how to be sure that that your wishes will…

  • Tips for Entering Retirement Solo

    Approximately 23 million Americans ages 65 and older are single, divorced or widowed, according to the most recent data available from the U.S. Census Bureau. That means there are many people in this country who are planning their retirement on their own, without the help of a spouse or partner.

  • Grief & Bereavement — Part VII

    Estate planning attorneys help their  clients make sound, intentional decisions relating to their estate plans when they manage to help clients minimize guilt, conflict and anxiety. At the same time, survivors should be allowed experience the natural process of grief.

  • The Great Certainties: Death & Taxes

    They say that the only certainties in life are death and taxes. When your life comes to an end, your loved ones can be left facing both certainties at the same time. The good news is that to some extent, we can postpone both, and we can avoid (notice I did not say evade) taxes…