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The Most Overlooked Estate Planning Tool for Retirees
After decades of working with retirees in senior services, one thing has become clear: the most successful estate plans are built by multidisciplinary teams. Attorneys,
The Joy of Wealth: From Security to Generosity
After more than 25 years in Senior Services, I’ve observed countless reasons why individuals diligently earn, save, and grow their wealth. The primary and most
Why Every Estate Plan Should Include Funeral Pre-Planning
As estate-planning professionals, we like to remind families that 80% of what we do is preparing for “if” something bad happens. Protecting assets, shielding against
Headline News vs. Real Life: Why Staying the Course Still Wins
As an estate planner and financial advisor, I spend a lot of time reminding people of something that sounds simple but is easy to forget:
Better Boring and Wealthy Than Flashy and Broke
If there’s one thing I’ve learned from years of estate planning, it’s this: when it comes to building and keeping wealth, boring is beautiful. Not
The Bank of Mom and Dad
There’s an old saying that love is spelled T-I-M-E. But for many parents and grandparents, it’s also spelled H-E-L-P. Whether it’s a down payment on
New Year… What is Your Plan?
By Skip Skolnik, Founder, Skolnik Retirement Solutions Every January, we tell ourselves that this year will be different. We promise to get healthier, get organized,
We’re Playing Chess While Everyone Else Is Playing Checkers: A Multidisciplinary Estate Planning Approach
As an estate planning professional with over two decades of experience, I’ve witnessed firsthand the difference between ordinary planning and strategic, multidisciplinary estate design. Most
Why Allowances Belong in Every Family’s Estate Plan
Build Legacy and Lessons, Not Just Wealth When we talk about estate planning, most people think about wills, trusts, and tax strategies. But true legacy
