Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for October, 2014

Sharing Financial and Legal Information with Your Family Every family has its own approach when it comes to talking about financial and legal information. Will and trust lawyers see everything from very open and transparent situations to those where discussions of money are considered taboo. In reality, families which are at the estate planning phase […]

If you have children, what kind of legacy are you leaving for them?  Many parents tend to think of life insurance policies, bank accounts and the inheritance they are working so hard to leave behind someday for their kids. But the most valuable legacy you can leave for your children has nothing to do with […]

What do the words “wills”, “trusts,” “estates,” and “health care directives” mean to you?  Do you envision useful tools which help you protect your family and your wishes if death or incapacity strikes?  Or do you brush off these terms believing they are only important for the super-rich or elderly? October 20th-26th 2014 marks National Estate […]

How working in retirement impacts Social Security

by Antoinette Bone on Oct 9, 2014 Posted on Our Blog

Are you finding retirement doesn’t keep you engaged enough?  Are you considering going back to work?  If so, there are some things you need to think about before taking the leap back into the daily hustle and bustle.   How working in retirement impacts Social Security – MarketWatch.

Family Business Governance

by Antoinette Bone on Oct 7, 2014 Posted on Our Blog

For a family business to provide financial security for current family members and future generations, the company must have strong governance. It starts with the initial organization (or reorganization) of a business into a corporation, partnership or LLC. This article focuses on the corporation, which is required by law to have a board of directors […]

If you are married or in a relationship, it’s likely that one of your “to-do’s” this month is to show the “special someone” in your life just how much you care. But before you hit the closest Tiffany’s or spring for an embarrassing display of roses, may I suggest giving something truly unique and heart-felt. […]