According to the Centers for Disease Control and Prevention (CDC) more than 7 million American adults suffer from dementia. That figure may double in the
Many states allow for a couple to legally separate instead of filing directly for a divorce. Couples may decide to first separate for religious reasons,
“I need to amend my irrevocable trust,” John said. “You can’t amend something that’s irrevocable,” I answered. “Are you sure that the trust you’re talking
In the 1970s my grandparents owned a men’s clothing store located in Indianapolis’ Westlane Shopping Center at 71st Street and Michigan Road. Next door was
In many ways your estate plan intersects with a variety of disciplines. Legal and tax considerations are the first ones that come to mind, but
Robert created a trust that first distributed the first $2 million to his wife, Linda before making $500,000 bequests to each of his two daughters,
I recently watched a television interview of Bruce Springsteen, a favorite of mine. He released a new album entitled Letters to You, which can be
What many clients don’t realize is that they may lose their trusted financial advisor when they become disabled, although it doesn’t have to be that
I’m happy to announce that my oldest daughter Gabi became engaged recently to her longtime boyfriend, Benjamin Bernstein. Gabi resides and works in New York
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