Archive for March, 2009

The Case of the Unexpected Challenge

Sunday, March 22nd, 2009

Nancy and Rick had been together for many years. They had long ago made the decision not to marry. They felt that marriage would ruin their relationship. They understood that none of the laws that protect marital spouses were available to them, but were sure they didn't need them. They ...

Do Your Parents Have an Estate Plan?

Saturday, March 21st, 2009

Probably less than 5% of the trusts I have prepared over the last 20 years have been purchased for parents. The percentage should be higher.There are many reasons why people procrastinate about planning for their own death. The reasons don't really matter. The concern is that when your parents are ...

Retirement Coaching – Another Tool For Financial Advisors in the New Economy

Friday, March 20th, 2009

Retirement has been undergoing "re-definition" for years, a change intensified more recently by the deepening recession. One result is that the workforce will include far more Baby Boomers of "retirement age" for years to come, as financial assets they had set aside for later life depreciate to levels unseen for ...