Category Archives: Family

Story-Based Planning vs. “Numbers”-Based Planning

Posted on January 25, 2010 by Victor Medina

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 | Leave a comment

Living Trusts For The Non-Rich

Posted on January 21, 2010 by Victor Medina

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 | Leave a comment

Balloon Boy Fallout — Should Heenes Lose Custody of Children if Guilty of Hoax?

Posted on October 22, 2009 by Victor Medina

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 →

Posted in Family, Guardianship, Personal Family Lawyer, YourLawyers4Life | Leave a comment

Talking To Your Family About Your Estate Plan

Posted on May 25, 2009 by Victor Medina

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 | Leave a comment