Megan and Dan are interested in purchasing a timeshare in a condominium complex on their favorite beach. They have the opportunity to buy a two-week block of time that is fixed and a one-week block of floating time. This schedule works for them as they take a vacation at the same time each year. They […]
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Almost all would agree that 2020 was a year like no other. The lockdowns and the relentless barrage of news about COVID-19, the death rate, and problems with health care made even the most optimistic pause to consider their own mortality. Estate planners reported that an escalating number of new clients and clients they had […]
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Marta and Don have been married for almost thirty years. Marta was born in Canada and immigrated to the U.S. with her family when she was a teenager. She has maintained dual citizenship and owns property in both Canada and the U.S. Any U.S. citizen who has dual citizenship should be aware of the complex […]
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Meet the Smith family. Mark is the co-owner of a small business with his wife, Margo. The couple has two adult children, Jessica and Larry. Mark also has a sister, Jan, whom he has been financially supporting for several decades. Mark and Margo each have their own retirement accounts. They have contributed to them since […]
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Mary’s widowed father, John, is a world traveler. He has circled the globe many times as V.P. of marketing for a major technology firm. Now retired, John travels a minimum of eight months of the year. John has heart disease and wants to see and do everything he can while still physically able. Mary worries […]
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Larry and Janae are newly married with four children between them. Janae lost her spouse to cancer two years ago. Before Larry and Janae married, Janae and her two children lived in their family home. Since getting married, Larry and Janae and all four children live in the home owned by Larry and his previous […]
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Jennifer’s company has had recent layoffs. She is a computer engineer with over three decades of experience. Jennifer recently found a new position and would like to transfer her 401 (K) after switching jobs. She would also like to transfer some of her paper stock ownership in her previous company to her children and donate some […]
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Jocelyn and Mike Brown own two hundred acres of land overlooking a beautiful ski town with a mountain range in the background. Jocelyn and Mike have five children and 18 grandchildren. None of the children or grandchildren have the financial resources to buy the land outright so that the equity can be evenly divided amongst […]
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Anthony and Shamari are considering buying a home in Florida. They want to spend their winters there. The amount they have to spend on the new home in large part is determined by the feasibility of renting their current home out for the three to four months they will be gone. Their current home is […]
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Miguel, a nurse, and Sara, a doctor, are parents of three minor children. They are both employed by a local hospital, and both work in the emergency room. As frontline workers in a pandemic, COVID-19 has made them face fears that most parents consider their worst nightmare, leaving their children without parents. They are meeting […]
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