Most parents want to be fair when dividing their estate among their children. It feels natural to think that “fair” means “equal,” right? But when it comes to estate planning, (more…)
As we (or our parents) get older, the best gift we can give the family is clarity. Here’s a simple, no-stress roadmap for what to do, when to do it, (more…)
Andrea Jakob understands the importance of securing a bright future for loved ones. The Estate Planning and Probate Attorney raised her two daughters in Weston and knows firsthand the value (more…)
We plan for our homes, savings, even who gets the good china. But have you thought about what happens to your online life when you’re gone? These days, we live (more…)
As our parents get older, many of us step into new roles: part chauffeur, part medication manager, part tech support (“Mom, that’s not how FaceTime works…”). For many families, one (more…)
Over the years, I’ve met many wonderful couples who run a business together—some out of passion, some out of practicality, and most with a bit of both. If that sounds (more…)
As summer approaches and vacation plans take shape, it’s the perfect time to think not just about where you’re going—but how to prepare for the unexpected while you’re away. Whether (more…)
Do you know which of your accounts have beneficiary designations, like transfer-on-death (TOD) or payable-on-death (POD)? Have you updated them recently? Do you know what could go wrong if there (more…)
Think asset protection is just for the wealthy or high-risk professionals like doctors and lawyers? Think again! Anyone can face a lawsuit from a car accident, foreclosure, unpaid medical bills, (more…)
Having just returned from a conference on the West Coast, I had plenty of time and gave a lot of thought to all of my accumulated frequent flier miles. As (more…)
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