Wednesday, October 12, 2016

Are You One?

It is alarming to learn just how few adults in America have done anything about their estate plans, no wills, trusts, powers of attorney--nothing!

In this recent article in Wealth Management, this issue is explored:

Less than 50% of Americans have an Estate Plan

 This statistic is shocking for several reasons:
  1. The large number of unprotected families.
  2. That so many have failed to plan even in the face of constant publicity.
  3. That so many fail to plan when it is easier than ever to provide a plan for your family.
Since protecting family and then property and assets are the reasons for estate planning, what do you believe are the reasons so many families are not protected?

Please let me know your thoughts in the comments below. Your comments could be useful in helping others move forward with their estate plan.

Bernie Greenberg

Wednesday, September 28, 2016

Estate Planning for Children with Disabilities

Having a child with disabilities creates enormous challenges and rewards for parents. An important aspect of caring for a child with these challenges is what to say in your will, trust and estate plan for your child.

As discussed in the article below, there are numerous issues when planning for a child with disabilities and in learning how to address these in your estate planning. Here is the article:

Estate Planning for Children with Disabilities - :

A frequently used planning technique that helps parents plan for a disabled child is known as a Special Needs Trust. Please consider this type of trust to protect your child.

For more information on this type of trust or to discuss planning your estate to protect a child with disabilities, please contact our office with your questions at: 303-688-3535.

Bernie Greenberg

Monday, May 23, 2016

How To Prepare A Will - The Onion - America's Finest News Source

This is not the recommended way to proceed with your estate planning! It does match the Onion's unique approach to everything.

How To Prepare A Will - The Onion - America's Finest News Source:

There are other articles here which provide you a more effective road map for your estate planning. For humor it's hard to beat the Onion!