Madeline Calthorpe 18 is far more than just a number. It is a symbol of transition. Finally, after years of waiting, you are no longer a child. Nights of rushing home to make 12 am curfew are over and freedom has never tasted so sweet. In a few months, it will be time...
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Firm News
New Rules Aimed to Protect Senior Investors
Erin A. Smith, Esq. The financial exploitation of elderly investors is becoming a major problem in our country. In order to address this growing trend, the Securities and Exchange Commission (the “SEC”) adopted new rules, effective February 2018, to allow members of...
It’s OK to Grieve
Barbara K. Armstrong, Paralegal Working for an estate planning firm can be very rewarding as you interact with your clients and their families, whether it is finalizing their estate planning documents or helping a family begin the process of administering a loved...
It’s Good to Unplug
Teresa M. Clemons, Office Manager I am sure you have heard that when a lamp, phone charger, toaster oven, or any electrical device is plugged into the receptacle, it is using energy – even if it is not in use. Same thing with iPhones, iPads, and laptops. Even when you...
Marriage and Aging
Cathy Sears, Law Clerk My husband and I got married in August and are still in the obnoxiously happy, rarely-spend-time-apart-from-each-other phase of our relationship. Life as a newlywed is good. With marriage so much on my mind in recent months, I was surprised when...
None of Your Business!
Debbie Pecor, Senior Paralegal How much information is too much information? There’s a loaded question! After my grandmother passed, my dad and my aunts asked my grandfather if he had a will. He replied, “Yes.” Years later, however, when he passed, there was no will...
Achieving a Better Life Experience (ABLE) Act
Helena S. Mock, Esq. In 2014, the ABLE (“Achieving a Better Life Experience”) Act was signed into law. The law is aimed at providing a way in which those with special needs can save money without losing needs-based public benefits such as SSI or Medicaid. While an...
A Little Unpleasant Conversation Goes a Long Way
Madeline Colthorpe, Receptionist Let’s face it: estate planning isn’t the best dinnertime conversation. What better way to destroy a delicious meal than to discuss the passing of the ones you love? So maybe this discussion doesn’t have to happen during dinner, but it...
What’s Mine is Yours and Yours is Mine: The Case for a Prenuptial Agreement
Erin A. Smith, Esq. You’ve decided to get married. For years prior to meeting your sweetheart, you’ve grown a successful business. Perhaps you inherited a large sum of money from a relative. When you enter into marriage, it is important to discuss financial assets,...
The March of Time
Barbara Armstrong, Paralegal As we enter into spring, I cannot help but notice how time slips by. Didn’t we just celebrate Christmas, and here we are ready to celebrate Easter?! Working for an estate planning and elder law firm, I often receive calls from children of...