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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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Category Archives: Family
My Post About Steve Jobs
When I heard about Steve Jobs resigning as CEO of Apple, I was in the middle of running rehearsal for the a cappella group of which I am the assistant musical director. I found out the news because my friend, … Continue reading
Posted in Apple, Family, Personal, Tech
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My 7 year old gives a warning, and I get the point – eventually.
The project looked simple enough. I had no reason to believe that, in 2008, I would set a chain of events in motion that would find me across an examination table, in full moon, awaiting the business end of a … Continue reading
Posted in Family, Personal
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Daddy, Can I Have An Apartment In The City?
One of the joys of having some success in life is your ability to do things for people you love — probably your children, first of all. For some New Jersey parents, that might include the ability to buy an … Continue reading
Posted in Family, Living Trust, Membership Program
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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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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
Talking To Your Family About Your Estate Plan
Many clients finish planning their estate with me and then ask me what they should tell and to whom. As you might expect, the answer depends on where the client is in life and on the specific life circumstances for … Continue reading
Posted in Disability, Family, Living Will, YourLawyers4Life
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