Category Archives: Family
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 in New Jersey parents, that might include the ability to buy … Continue reading
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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