Weekly Newsletter – Deadly Sins of Retirement Planning

Lori SomekhPlanningLeave a Comment

3 Deadly Sins of Retirement Planning Retirement planning is one of life’s most important financial goals. Indeed, funding retirement is one of the primary reasons many people put money aside in the first place. Yet many of us put more effort into planning for our vacations than we do to prepare for a time when we may no longer earn … Read More

Weekly Newsletter – Family Values & Estate Planning

Lori SomekhPlanningLeave a Comment

How to Incorporate Family Values in Your Estate Planning   Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to … Read More

Weekly Newsletter – 4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse

Lori SomekhPlanningLeave a Comment

Personal Note This week’s topic is near and dear to me.  Why?  Because this is the reason I decided to develop an estate planning practice.  You see, I began my elder law career handling guardianship cases (having a guardian appointed for seniors or disabled individuals who have lost the ability to handle their own affairs).  Before too long, I found … Read More

Weekly Newsletter – What You Should Know About Guardianship

Lori SomekhPlanningLeave a Comment

What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated   Whether through illness, injury, or other means, anyone can require a guardian if they become mentally incapacitated. In such cases, if there is no estate planning in place (or insufficient planning) to keep family or other loved one’s out of court, a guardianship, or conservatorship … Read More