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It’s a Good Year to Celebrate Like Scrooge

With all the supply chain chaos, inflation, and uncertainty in the economy, this year is a perfect time to celebrate Christmas in the manner of Ebenezer Scrooge. If you’re superficially familiar with Dickens’s A Christmas Carol, the first thought that may come to mind...

How To Enjoy More Conscious Giving

This time of year, we are surrounded by opportunities to give. Both our email inboxes and our snail mailboxes are jammed with solicitations for donations to charities, food banks, religious organizations, arts organizations, and more. We can give locally, nationally,...

Are Unequal Inheritances Fair?

It’s not very often that I see an estate plan that treats children unequally. When I do, it is usually because a parent is estranged from one child and leaves him or her nothing. In estate planning, “equal” isn’t necessarily the same as “fair.” Recently, a client I’ll...

Money Scripts and Holiday Spending

The Christmas shopping season is in full swing. Some shoppers overspend on gifts and end up paying off credit card bills for months. Others drive themselves crazy trying to find exactly the right gifts for the right people. Others hate shopping so much that they find...