Posts Tagged ‘living wills’

Let’s Go to the Videotape: The Latest Trend in Estate Planning

Lee Rosenberg, CFP | October 16th, 2009

Upon the death of a loved one, there are always questions among surviving family members. Whether their questions concern legal, financial, business or personal matters, the uncertainty of how to proceed can leave a mourning family in great distress. Worse still, without having specific guidelines to follow, conflicts can lead to feuding and law suits, or at a minimum, unnecessary ill will. Surely this is not what the deceased  


Re-Marriage and Estate Planning: It’s a Family Affair

Lee Rosenberg, CFP | June 11th, 2009

Many of my widowed and divorced clients have gone on to remarry later in life (maybe even for a third time). It’s wonderful that they’ve found happiness, but from an estate planning point of view, it can be a real challenge to make sure that love does conquer all. Given their later stages, re-marrieds come to the altar with an array of entanglements- children, grandchildren, property, businesses, assets, health