Monthly Archives: March 2012

The Pool Boy and Other Trust Planning Pitfalls

George Bernard Shaw said “Marriage is an alliance entered into by a man who can’t sleep with the window shut and a woman who can’t sleep with the window open.” Like marriage, estate planning takes work… optimism, contingency planning, and … Continue reading

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College Planning – Beyond the Dollars

Some were visibly anxious. Others were enjoying the complimentary hors d’oeuvres and refreshments. And some were pretty relaxed over the whole affair – “She’s the first of three kids and used to being the guinea pig.” We were parents of … Continue reading

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The Hoopla over the Dow 13,000

Humans have a fascination with numbers. They play important roles in our lives, and in the development of language, culture and civilization. Pythagoras, a Greek philosopher best known for the Pythagorean theorem, concluded that everything in the universe was a … Continue reading

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