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Recent Posts
- Gifts Large & Small for Family Members Suffering from Dementia & Alzheimer’s
- Interesting Article from Forbes Magazine on the Five Crucial Estate Planning Mistakes You Are Making
- My Post About Steve Jobs
- Sometimes You Don’t Want To Be Number One – New Jersey Leads Combined Federal & State Death Tax Rates
- My 7 year old gives a warning, and I get the point – eventually.
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Monthly Archives: January 2010
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.