SLOAN & FELLER

Estate Planning is the management of expectations.  The hopes and dreams you have for those closest to you reside next to the expectations held by your family.  You want your loved ones to have the support they need to succeed, but planning involves figuring out the pa...

Vegetables, homework and breaking bad habits.  Parental advice hovers on those three subjects so often that other facets of life rarely receive a mention.  A child is aware of a parent’s financial life at an extremely early age.  Trips to the bank form some of the bedr...

1. Having a Will is a basic step in organizing your financial life so that your family will not be overly burdened;

2. You get to choose the person or people who will handle your estate;

3. Wills allow for certain protective trusts to be created within which is really...

One family’s warm remembrance of their father: “Dad loved to buy chainsaws and car parts.” The fact that their late father lived in a one-bedroom condo with no yard and did not own a car did not factor into his shopping preferences. The next sentence contained the word...

Is there a person who you trust with your life? 

Some eldercare planning questions bring only answers.  The question above almost always brings nervous laughter and a comment concerning a family member’s likelihood of “pulling the plug” too early or too late.  This is t...