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While away in Las Vegas this weekend at my son’s dance competition, I read the book Still Alice by Lisa Genova.  This book is a great read for anyone dealing with loved ones with Alzheimer’s or anyone who wants to learn more about it.  Still Alice tells the story of a proud Harvard cognitive psychology…

This past Thanksgiving on a trip to Palo Alto to visit family, I overheard my daughter Adina speaking about her first semester at the University of Arizona.  Adina shared with a friend that she was taking 18 credits (the maximum allowed per semester), working at the JCC, working at our local synagogue, and volunteering with…

You have probably heard about the horrific murder in Seattle the previous weekend. When I shared the story with my wife Iris, she was sick to her stomach. Often a tragic horror like this is viewed from a distance, almost like an alternate reality. However, it’s all too real for those who know and love…

One of our clients shared this insight, as told to her by Cantor Maurice Falkow from Congregation Anshei Israel, now deceased. Many people had asked Cantor Falkow about the secret to life. He always replied that there really isn’t one, but if there was one, it is to know when to ask for help. Life…

Many have asked for information for my son Corey’s future dance and singing performances. He has several upcoming shows open to the general public. On Friday November 13 at 7 pm and Saturday November 14 at 3 pm, Corey will perform with Kids Unlimited at the Berger Performing Arts Center (at the Arizona School for…

Whether you have an estate plan or not, it’s almost a certainty that you have some assets (e.g., an IRA, life insurance, etc.) that will rely on a beneficiary designation to transfer to the proper beneficiaries. Unfortunately, many misunderstand how a beneficiary designation form works, and sometimes this prevents the assets from passing to whomever…

Many people think of estate planning as something to check off a list. Need a will? Check. Financial power of attorney? Check. Health care directives? Check. Living Trust? Check. In other words, as long as you’ve got the right planning document, you are covered, right? Not exactly. Would it cause a problem if after you…

Many have asked me to share when my fourteen year-old son Corey will perform so you can see him dance and sing. With that in mind, I am proud to share that Corey will be performing this weekend (May 29 and 30) in two different shows—first in a dance show on Friday evening at the…

Joe and Mary created a revocable living trust during their lifetime to avoid probate and protect their only daughter Cindy and their two teenaged grandchildren. They thought they had successfully taken steps to protect their loved ones. Unfortunately, their estate plan didn’t work out as they planned, particularly for their grandchildren. View image | gettyimages.com…

Rather than asking whether you have more than the arbitrary $3 to $4 million in assets, here is a better and rarely asked question to ask to help determine if a trust can help you: If your beneficiary lost half or even all of the inheritance you left due to bad judgment, a divorcing spouse,…