Research the Archives

For your convenience, we have archived the following eNewsletters:

• October 2008

  • Charitable Opportunities

  • The Trifecta Challenge

• November 2008

  • Family Matters

  • Critical Choices

• December 2008

  • Are You Ready?

  • First Things

• January 2009

  • Trustworthy Trusts

  • Asset Re-Titling

• February 2009

  • Joint Tenancy Traps

  • JTWROS Alternatives

• March 2009

  • Supplemental Needs

  • Securing Security

• April 2009

  • Marital Matters

  • Non-Citizen Spouses

• May 2009

  • Solo Solutions

  • Premarital Planning

• June 2009

  • Estate Planning for Unmarried Couples

  • Estate Planning for Married Couples

• July 2009

  • Elder Law Elements

  • Long-Term Care Insurance

• August 2009

  • Unique Estate and Financial Challenges for Women
    Women face unique Life and Estate Planning Issues, and yet too often their own needs are overlooked. They are too busy taking care of everyone else -- their families, their careers, parents, social causes.

  • Daughter Syndrome
    On page three we examine the Daughter Syndrome. After a woman rears her children and cares for her parents, in-laws and husband … who is there for her? These days it is prudent to have a plan to care for the caregiver, given our mobile society.

• September 2009

  • Estate Planning Challenges for Blended Families
    Is your family a blended family? If so, then you face unique inheritance challenges, to include disinheriting your ex-spouse, providing for your new spouse and your own children, and protecting their inheritance.

  • Estate Equalization
    Equalizing an estate among members of blended families is particularly challenging. Among the issues to be considered when doing estate equalization planning are how to avoid disinheriting your new spouse while still providing for any children from a prior marriage. Insurance premiums and legal fees are cheap compared to the costs of disinheritance.