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Category: Family and Finance

Family and Finance | on October 10, 2019 / By LNWM Giving Stock to Family and Charity in Time for the Holidays Each October, we like to remind clients "tis the season" to plan for making gifts of stock (or other assets) to tho...

Family and Finance | on September 26, 2019 / By Independent Media Losing an Inheritance Is Easy, Because Saying No Is Hard When Elisabeth Root learned that her uncle had left her almost $1 million after his death earlier this year, she pa...

Family and Finance | Trusts and Estates | on September 11, 2019 / By Independent Media Where There’s A Will, There’s Not Always An Estate Plan When I ask retirees if they have an updated estate plan in place, I get a mix of responses. Some people recognize t...

Family and Finance | on September 03, 2019 / By Independent Media The Legal Dangers Of Living Together For couples over 50, living together has a lot of appeal and is on the rise. In fact, the number of unmarried coupl...

Family and Finance | on August 29, 2019 / By Independent Media 5 Books to Help College Students with Budgeting and Personal Finance This is the time of year when parents are packing their cars to ferry college kids to their new dormitory homes. Al...

Family and Finance | on August 23, 2019 / By Independent Media The Most Important Skill You Can Teach Your Child As the author of Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance , I often get asked ...

Family and Finance | Financial and Business Planning | on August 21, 2019 / By Independent Media How Life Insurance Works in a Divorce Among the messy tasks that must be undertaken in a divorce, sorting out life insurance is one that often gets overl...

Family and Finance | Financial and Business Planning | on August 07, 2019 / By Independent Media You Might Have Longer Than You Think to Invest For Retirement Retirement is still is a relatively new concept. In the past, most people simply worked until they died, with li...

Family and Finance | Trusts and Estates | on July 31, 2019 / By Independent Media Trusts Are Not Just for the Super Wealthy Ed Sheeran’s “Trust Fund Baby” (a hit single recorded by the California boy band Why Don’t We) speaks deris...