Tag Archives | Estate Planning
GPS Device

Financial Planning – Why you need to do it!

In order to get there, you have to know where you’re going! Would you take a road trip without a map or a GPS?  Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals – while at the same time helping you negotiate the financial barriers […]

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retirement estate planning

Beware the “Free” lunch or dinner!

There’s no such thing as a free lunch…or a free dinner   Guest Post by Lauren T. Millovitsch, Esq.   (learn more about Lauren at the end of this post)   If you’re retired or approaching retirement, you’ve probably received a few invitations in the mail for estate planning seminars. Generally, they reel you in with […]

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One Person You Cannot Disinherit…

An important update on the new elective share rules in NC – Guest Post by Lauren T. Millovitsch, Esq. (learn more about Lauren at the end of this post) As many of you know, you have a lot of freedom regarding how to structure your estate plan – you can leave assets outright or in […]

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WashDC

The American Taxpayer Relief Act of 2012

With time running out, dramatic last-minute negotiations to avoid the fiscal cliff resulted in the American Taxpayer Relief Act of 2012. (It may have helped us avoid the fiscal cliff but I’m not sure how much relief it provided!! ) Learn More in this market update:  ATRA2012

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I'm Hooked - MJ's First Sailfish

Can You Do the Happy Dance Yet?

  I’ve got a lot of living left to do!   Isn’t that the name of a song?   Planning today for tomorrow’s uncertainty doesn’t have to mean you have one foot in the grave. In fact it can help you feel quite the opposite. Planning ahead can add confidence and provide a sense of calm amidst […]

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Charitable Giving

Doing Good – Charitable Giving 2012

As the holiday season approaches, with the end of one year and the start of another, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. Charitable giving can be enhanced using income tax deductions, and so it can […]

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MaleCaregiver2

Men Do It, Too!

The Caregivers Challenge Let’s Hear It For The Boys! This post is a personal one. It’s a public thank you to all the guys out there who are stepping up to the challenge; the challenge of caregiving. Guys… I’m speaking to you… you know who you are. Caregivers come in many shapes and sizes.  Some […]

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Holding Hands with Elderly Patient

Long Term Care Insurance – Is it Right For You?

Sara and I are finding that we are having more and more conversations with clients in regard to Long Term Care planning. Many of our clients are caring for aging parents and recognizing the challenges this creates for families.  The baby boomer generation has brought with it a unique set of challenges. Greater numbers of […]

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financial-planning-leaving-your-legacy

Legacy Planning – Give it YOUR way!

Legacy planning is a big part of the financial planning process. We help families develop strategies for taking care of the next generation in many different ways. We often ask clients, “What’s the purpose of your money?” Some family legacies are about money some are about memories and some are fortunate enough to be both. […]

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WomenandMoney

Ladies Only Event – Take Charge of Your Financial Future

Ladies Only – The Complete Financial Management Workshop Ladies take charge of your finances today. Build a brighter financial future. 4 Week Ladies Only Workshop  Monday’s 6:30 – 8:30 p.m. Beginning Sept 17, 2012 (Last session is Monday Oct 8, 2012) With so much financial information available — and so many financial options — it’s easy […]

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