Don’t Fall for This Common Beneficiary Designation Misunderstanding

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… Read More »

Do You Treat Your Estate Plan Like a Commodity?

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… Read More »

Corey Will Be Performing This Weekend

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… Read More »

Might Your Estate Planning Accidentally Disinherit Your Grandchildren?

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 |… Read More »

If it’s on the Internet, It Must Be True…Right? (Part I)

While the Internet has been a great resource and improved the quality of our lives in many ways, in one way, it has not been good. An orthopedic surgeon recently shared that helping patients was much less frustrating before the Internet. When a patient with knee pain used to see the surgeon, the patient would… Read More »

Avoiding Taxes Is Not Wrong!

I found this passage on avoiding taxes very interesting and want to share it with you. In a famous legal opinion, US Supreme Court Justice Louis D. Brandeis encouraged taxpayers to take advantage of the tax benefits given to Americans. The following quote highlights the social policies guiding Congress when it makes tax-advantaged legal and… Read More »

6th Annual Spirit of Christmas

As some of you may know, my 13 year-old son Corey is a dancer.  His dance studio puts on a Christmas show each year.  This year’s show is this Sunday at Centennial Hall at 4 pm and next Saturday, December 13 at 4 pm and 7:30 pm at Saddlebrooke Desert View Performing Arts Center.  Please… Read More »

In The Spirit Of Thanksgiving

In the spirit of Thanksgiving, I found this interesting link to the NY Daily News article about a 21 year-old who was killed in a fire, but was an organ donor. The deceased young man’s family was able to hear their son’s heart beating inside a Vietnam veteran whose life was saved with the heart… Read More »