Written by Robert T. Nickerson I have a question for you all? Did you fulfill your New Years Resolutions or at least get a head start on it? For a lot of young people, one common resolution is to try and be more of an adult. Some of those goals include getting to the gym…
Written by Robert T. Nickerson It’s now 2019. We like to see January 1 as the beginning of something good. This is the time to look into the clutter and figure out what needs to be cleaned up and up to date. One of those things should be your estate plan. Even if this is…
Written by Robert T. Nickerson How may of you recall the famous Elmo & Patsy Christmas novelty song “Grandma Got Run Over by a Reindeer”? The one where a drunken grandmother abruptly leaves a Christmas Eve party, gets run over by reindeer belonging to Santa Claus and the family still tries to go on with…
Santa Claus is coming to town and Christmas is in full swing. A time for joy, a time for holly, and of course, a time for family and getting together with them. There are a lot of things to bring up with them. Perhaps it’s time to take the opportunity to build a new or…
Written by Robert T. Nickerson No one ever said that the process of divorce was going to be easy. It require an amount of time to pick up the pace, but for woman, they can be targeted as the most affected financially. As said in a report by the UBS Global Wealth Management, about 56%…
Stan Lee, the creator of Marvel Comics and several superheroes like Captain America, Iron Man, Hulk, and Spider-Man died with a lot of problems left behind. Not even Spider-Man can untangle this web. The 95-year-old former publisher and chairman had a lot of problems, wren with his surviving 68 year old daughter J.C. Lee. His wife…
With the baby boomer generation about to transfer most wealth into Generation X and Millennials, many are figuring out how to initiate the movement of their original property to their children and any other trustees. While some assets like money, bonds and stocks are common and rarely a problem, physical property like homes, art, and gold…
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as the statistics below demonstrate, we should all plan for at least a temporary disability. This issue of The ElderCounselorTMexamines the eye-opening statistics surrounding disability and some of the common disability planning options. Disability planning is…
Article written by Liz FarrTale #1: The Attorney and his Grief-Stricken Widow“Patrick” was a successful attorney, whose family came from upper crust Chicago and San Francisco society. He and his wife Danielle lived a comfortable and pampered life, and their grown son and his family lived in an equally grand home just two houses down…
Article by A.J. Fudge, JD As estate planning attorneys, we strive to provide our clients with excellent service and a comprehensive estate plan that will protect all of their interests. We conduct extensive interviews to get to know our clients, and take the time to truly understand their needs and the nuances of their particular…