by Richard Chamberlain Over the years of serving as an estate planning attorney, I’ve noticed that many people view the concept of estate planning in a very straight-forward, transactional manner, …
Still So Torn Over Long Term Care
Of all the planning that we do for families, the one area that’s continued to haunt me has been that of long term care (‘LTC’). By contrast, I feel great …
The Fiduciary Standard And You (And Us)
If you’ve been unable to disconnect from the political news scene, it’s likely that you’ve heard some talk about a ‘fiduciary standard of care’ being imposed on financial advisors by …
Opposites Attract: The Marriage Dynamic in Retirement Planning
A wonderful blessing and a curse of marriage is the joining together of two very different people. While their values are likely the same, the challenges of living life together …
“What happens when my spouse dies”
In a recent meeting, I was asked, “What happens, financially, when one of us dies?” It’s a topic we don’t discuss all that often, given that all of us will …
Times Like These: Why Clear Financial Objectives Are So Important
When I first began doing this work, a bit more than 15 years ago, I’d managed to arrange meetings with a number of very serious athletic coaches (one of whom …
A 108-Year legacy – Wow.
The Cubs win! The Cubs win! In what will likely be described for years to come as one of the greatest baseball games and series of all-time, the Chicago Cubs …
Love Is A Verb – Planning For Caregivers
My grandmother, Mary, passed away last week at the age of 99. A kind, service-oriented woman who packed two lifetimes into her one, she exemplified what it means to have …
What Is The ‘Fourth Dimension?
What’s in a name, really? Your name certainly means something to you, and to the people or person who named you. For example, my name, Adam, has a few meanings: …
10 Ways To Improve Your Family’s Future, Starting With You
I rarely, if ever, play re-runs of my writing. TV shows often do it, and so do radio programs. I’ve chosen to create new content each week, until today. You …