Author Archives: John

Can You ‘Bulletproof’ Your Estate Plan?

The reason most people write a Will and complete their estate plan is to make sure their wishes are carried out after they die.  You want to be certain that your spouse will get what you want, that your kids will get what you have left for them, and so on.  Problems can arise, however,Continue Reading

Top 10 Estate Planning Mistakes: First in a Series

It’s January 2019, and as is usually the case, I have a number of new clients with “resolutions” to make or update their estate planning paperwork.  With that in mind, I felt it would be useful to mention the top 10 mistakes many people make when creating a Will or other planning documents.  So hereContinue Reading

“I Love the 70’s . . .”

“I Love the 70’s . . .”  Or so the slogan of the VH1 TV series goes.  That show has a number of celebrities reminiscing and poking fun at all kinds of things that came out of the 1970’s.  Things such as bell bottoms, disco, mood rings, the Brady Bunch, Watergate, exploding Ford Pinto’s andContinue Reading

Dude, Where’s my Estate Plan?

Do you have an estate plan?  Statistics show that many people do not have any basic estate planning documents.  A recent survey found that only 14% of adults aged 18-29 have an estate plan, 35% of 30-49 year olds have one, 56% of those aged 50-64 and 68% for those over 65. Clearly the issue ofContinue Reading

Seniors Flunk a New Retirement Quiz

Most seniors who took a retirement quiz did not score high. Not long ago I wrote on a Wall Street Journal debate where one side said there is no retirement crisis and the other said there was.  My point was that neither party addressed the potential need for long-term care and increasing medical expenses.  HadContinue Reading