As part of the year’s end, we are finishing up our series on estate planning and this month we are giving you a basic overview of the different types of trusts you can utilize in your estate planning.
Category: Newsletter
Changes In Life = Changes To Your Life Plan
When I got out of law school in 1997, some classmates were talking about opening up their own offices. I thought, no way, that isn’t for me! I want to get a paycheck, save for retirement and make partner someday. I…
Estate Planning: Wills And Advanced Directives, When Do I Need These?
Estate planning is just as it says – it’s a plan to ensure that your wishes are implemented – how you want your estate to be divided, who should be guardian to your minor children, and your assets are protected from…
Can you believe it has been a year?
I’m celebrating a bit over here — it has been one year since I’ve been sending out our newsletters to you. Are you enjoying the content? I would love for you to send me feedback and let me know what topics you would like to see addressed in the future.
Buying A Home? What You Should Know About Inspections, Repairs & Contract Clauses
You found the house of your dreams! You have put in an offer and it was accepted. Now it’s time for the home inspection. You ask, “Why do I need a home inspection? It costs so much!” I tell both…
Building A House + President Once More (June Was About My ‘Why’)
My business coach talks about how everyone should know their ‘why’ – their reason for doing what they do. In fact, we had one of our yearly retreats in June and did a lot of mindset work. I really came…
Protect Your Assets Before It’s Too Late
When you get the newsletter this month, I will have just seen Bob Seger and the Silver Bullet Band at Jones Beach. One of my favorite songs is Night Moves. But it means so much more to me now than it…
Staples, Adventures And Changes + Island Vibes
If you know me, you know my family takes an annual trip to St. Maarten! We have been going there since the early ’90s at least once a year, sometimes twice. I love to lay on the beach, relax and…
You Signed It, They Signed It…But What If That Didn’t Happen? Contracts 101
We sign contracts all the time. In fact, every time you visit a website that uses cookies and you hit ‘accept’ when it pops up or you download an app and agree to the terms and conditions, you enter into…
Your Mortgage Is Past Due…Do You Know Your Options?
Anything can happen at any time and suddenly, you can’t pay your mortgage. It’s a scary thought. And it can happen to just about anyone. Most recently with the government shut down, people missed several paychecks and if they didn’t…