Estate Planning

A Tax Break From Big Bird

By Marianne E. Kreisher Esq., CELA on November 16, 2018

photo-1515606378517-3451a4fa2e12 (1)Today’s legal advice is brought to you by the letter “R,” as in REDUCE your income tax by setting up a charitable trust. What is a charitable trust, you may ask, and what …Read more

Posted in: Estate Planning

Group Life Insurance Through Work? What You Need To Know, Part 2

By Marianne E. Kreisher Esq., CELA on October 25, 2018

photo-1531816494000-90d3ae302088Last week, we met Charles, a fictional insurance company employee who has a group life policy that, unfortunately, won’t be giving his family the coverage they need. Here’s why.
While getting life insurance through …Read more

Posted in: Estate Planning

Group Life Insurance Through Work? What You Need To Know, Part 1

By Marianne E. Kreisher Esq., CELA on October 18, 2018

photo-1527664557558-a2b352fcf203The following fictional story explores a common insurance situation that many families may face upon the death of a loved one.
Charles is 65 years old. Though he doesn’t know it, he will be …Read more

Posted in: Estate Planning

Signature Here, Paw Print Here

By Marianne E. Kreisher Esq., CELA on September 20, 2018

animal-cat-feline-38867In the autumn years of one’s life, a pet can become more than just a pet. She is a constant comfort, a loyal companion, and a mighty warrior. Your little dog or cat can …Read more

Posted in: Estate Planning

The Last Thing on Your Mind

By Marianne E. Kreisher Esq., CELA on August 23, 2018

contract_2977241Anyone who has gone through the process of a divorce knows how overwhelming the experience can be. There are tons of things to consider and everything seems to be a priority. What do we do with …Read more

Posted in: Estate Planning

Why Should You Have a Living Will?

By Marianne E. Kreisher Esq., CELA on May 9, 2018

pexels-photo-959816A topic we get asked about more and more frequently is living wills. People want to know what a living will is, and whether they need one or not. The answer to the second question is …Read more

Posted in: Estate Planning

Do You Need to Fairly Divide Your Assets Between Your Children?

By Marianne E. Kreisher Esq., CELA on April 30, 2018

hands_grow_12181088Dividing your assets between your children can be a stressful ordeal. Many parents want to be fair to everyone, which they equate with an even split of all assets. But for most families, an even split doesn’t …Read more

Posted in: Estate Planning

Be On Guard for Financial Abuse

By Marianne E. Kreisher Esq., CELA on February 7, 2018

bills-2557264_1920Scammers are always looking for ways to take advantage of unsuspecting victims, and seniors are often the targets of their schemes. You need to be on constant alert to avoid being cheated out of a significant …Read more

Posted in: Estate Planning

Reasons to Sign a Power of Attorney

By Marianne E. Kreisher Esq., CELA on January 7, 2018

pexels-photo-618158For most of us, the thought of giving up our decision-making power to someone else is not an appealing one. Sometimes, though, it is necessary to appoint a person to conduct business for you …Read more

Posted in: Estate Planning

Do People Lose Their Rights as They Age?

By Marianne E. Kreisher Esq., CELA on December 27, 2017

pexels-photo-233227A New Yorker article entitled “How the Elderly Lose Their Rights” highlights the plight that many elderly people face in our country. When Rudy and Rennie North were taken from their home and institutionalized …Read more