With all the uncertainty in the markets, a negative political environment, a sour international outlook, and the ever present attack of inflation eroding your purchasing power, I thought it would be a good time to focus on the things we can control. Being proactive almost always has its advantages and I wanted to offer a …
This morning, I read (and watched) an NBC News Report titled: “The Great 401(k) Experiment Has Failed for Many Americans.” The report goes on to state that the median 401(k) retirement account balance of working Americans is $18,433. That’s it! For some of you, that’s just 2-months of family living expenses…and then you’re out! While …
Have you been meaning to get a Living Trust in place for your family, but been procrastinating because you don’t even know where to begin? Would you like to find out how to minimize tax dollars going to the IRS while maximizing what stays with your loved ones? If something happened to you and/or your …
In November, I am hosting an intimate open forum for my clients, family, and friends who would like more information regarding Wills and Trusts, and how they can ultimately affect their family’s estate. An Estate Planning attorney at this seminar will provide straight answers to all the questions, mysteries, and myths you’ve heard about Family …
