Skip to Content

Wealth Planning Blog

We provide you with tips and wisdom to help individuals understand and create roadmaps for the distribution and preservation of assets and why wealth planning is so crucial.
 

Wealth Planning Blog
June 14, 2014

Estate Planning for the Brady Bunch

As if estate planning didn't already seem complicated enough, blended families now make up a growing portion of our demographic and pose many additional considerations when trying to plan for the transition of their estate. When I started my practice as a wealth planning attorney, I would say about two out of ten families that I met with for estate planning or administration purposes were what we call "blended families" - families where at least one person brought children from a prior marriage. 

Wealth Planning Blog
March 27, 2014

Caretakers and Decision Makers: Planning for your Children

Children bring a lot of joy to a parent’s life, but also come with a great amount of responsibility and stress. Prior to children, my hardest decision was whether or not to cook dinner or eat out with friends. That decision is a cake walk compared to the decisions I now make as a parent: daycare or nanny, bottles or sippy cups, feeding choices, public school or private school, sleeping habits, immunizations, etc.