by Sara Yen | Estate Planning
Many of our clients have always dreamed of starting a business. Times are tough, though, and despite many years of experience in the workforce, they know their chances of getting a bank or small-business loan are slim. But there’s a way to put their years of...
by Sara Yen | Elder Law, Estate Planning
It wasn’t easy for your clients to talk to their kids about sex, drugs and being safe on the Internet, but they managed — whether with red faces or not. But when the subject turns to inheritance, many clients would rather have a root canal than talk about family...
by Sara Yen | Estate Planning
The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different. Unfortunately, many trustees of special needs trusts (especially family members of trust beneficiaries) have little or no experience handling...
by Sara Yen | Estate Planning
The new year is always a time to take stock of the previous year and to make positive changes for the months ahead. Here are several resolutions that your clients should keep, in 2014 and beyond. 1. Review and Update Retirement Plan and Life Insurance Beneficiary...
by Sara Yen | Elder Law, Estate Planning
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we’ll see below, the statistics are clear that we should all plan for at least a temporary disability. This issue of our newsletter examines the...
by Sara Yen | Estate Planning
As our struggling economy tries to sputter back to life, we still see its impact on our clients’ families. The stress of the real estate market crash and the wreckage of the lingering recession has left deep financial scars. There is still a desire by better off...
