Estate Planning

Don’t Let Plans for More Children Keep You From Protecting the Ones You Have

October 4, 2010

I read a book recently called The Middle Place. It’s a beautiful and touching memoir written by Kelly Corrigan, a young mother with two small children who was diagnosed with breast cancer. This book resonated with me on so many levels. As a mother, I imagined myself having to endure the shock, fear, uncertainty and [...]

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Estate Planning Puts Parents in Control

September 13, 2010

I always get anxious when I travel away from my kids, and my anxiety is heightened when my husband and I travel together. So when we traveled overseas together several years ago, I insisted on taking different flights. The logical part of my brain understood that I am much more likely to die in a [...]

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Prepare for the Return of the Estate Tax

July 5, 2010

June has already come to an end, and Congress has not yet enacted new estate tax legislation. Although the estate tax is currently dead, it is scheduled to be reinstated on January 1, 2011. Last year, only estates valued at over $3.5 million were subject to an estate tax of up to 45 percent. But [...]

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Where Should I Store My Estate Planning Documents?

June 7, 2010

So you’ve gotten your estate planning done. Great! But now what? Where do you keep these documents so that they can be they can be used to carry out your wishes in the event of your incapacity or death? Here are a few suggestions: Estate planning documents can be stored in your home A secure [...]

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Estate Planning Can Help Parents Prevent Family Feuds

May 3, 2010

I have three children who get usually get along. But virtually every day, they squabble about something trivial. For example, they may argue over who gets to eat the last banana or container of yogurt in the fridge. Or they may bicker over a Lego block that each needs to complete their unique creation. As [...]

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Do-It-Yourself Estate Planning Mistake Disinherits Child

April 14, 2010

My daughter recently brought a book home from school titled “Separate Ways.” It’s a story about a husband and wife who are having marital difficulties, and their two children who are dealing with anxiety caused by the conflict. In the book, the parents eventually decide to divorce but reassure their children that the divorce will [...]

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