COVID19 – PLANNING IS YOUR STABILITY IN TIMES OF UNCERTAINTY

As the fast-paced spin of the world seems to slow to a crawl, many of us seem to be left scrambling to figure out what to do next. The Coronavirus outbreak is unlike anything that has happened in our lifetimes.  It struck hard, overturning worldwide commerce and compromising the health and well-being of countless families. […]

Keeping Our Families Together Is Hard…. Even When We Are Alive

Who hasn’t struggled to keep peace in the family?  On the way to a family outing the fighting starts over who gets which seat?  As Yom Tov approaches, whose parents to do we go to for the first days? And the scenarios are endless…. But after we pass on, we have the hope that the […]

Do I Need A Trust?

2019 is upon us, as we are settling back into our routines.  As we assess your goals for the year ahead, we need to take a moment to review our legacy planning. Hopefully, you’ve already handled a few key pieces of your Estate Planning — including setting up and funding a Trust, signing a Will, […]

What Is Estate Planning And Why Is It Important?

What is Estate Planning? We’ve all heard the term, but what does it mean?  “Planning” is how we look into the short-term and long-term future, and then take actions now, to receive the best possible outcomes.  While we can’t be sure what’s going to happen in the future – not even what will happen later […]

If You’re Jewish, You Need A Halachic Will

Halachic Wills and Jewish Law

(First Published In Hamodia’s Inyan Magazine August 19, 2015) Although most people recognize the importance of proper estate planning, so many put it off or do not make it a priority, because making end life decisions is difficult and unpleasant.  We all want our families to live harmoniously after we are gone, and we would […]