Author Archives: Victor Medina
Story-Based Planning vs. “Numbers”-Based Planning
One of the things that guides my practice is the gap between what clients want and what most advisors and planners can deliver. In my experience, clients want a caring advisor who can help them build and leave a legacy … Continue reading
Posted in Family, Priceless Conversations
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Living Trusts For The Non-Rich
The term “trust fund” conjures up images of mansions, yachts and huge fortunes. But once the province of the very rich, trusts have found themselves into the lives of many families who’ve never thought of themselves as wealthy. Trusts come … Continue reading
Posted in Family, Living Trust
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Colbert Report Platinum Club — Estate Tax Repeal
I thought folks would be up for a change of pace. Here is what Steven Colbert thinks about the estate tax repeal. Pick it up at the second segment at minute 12:00. Enjoy.
Probate and Living Trusts in NJ & Transferring Non-Financial Assets
Folks in the Princeton area are probably familiar with the US 1 newspaper that is handed out free to area businesses. It’s a good paper that offers a lot of insightful articles on business-related issues and items of interest in … Continue reading
Balloon Boy Fallout — Should Heenes Lose Custody of Children if Guilty of Hoax?
Amber Watson-Tardiff, who posts a regular column on NJ.com about Parenting Advice for New Jersey parents asked me to comment for an article she was writing about the fallout from Balloon Boy, including anticipating court intervention with the parents. You … Continue reading
Estate Planning Myths & Misconceptions — Myth #3 — An Estate Plan Is Not A Will
Most people think of “doing estate planning” as the act of creating and signing a will. While in some cases, a will is the best instrument, you can’t get to that answer without engaging in a comprehensive process where the … Continue reading
Posted in Disability, Living Will, Myths & Misconceptions, Simple Wills
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