This article originally appeared as a column for the Cleveland Jewish News. Clients who come through my door are often quite protective of their retirement funds – understandably so. After all, an individual typically spends his or her entire working life saving for retirement. A retired worker will probably be entitled to some Social Security benefits. A lucky minority will…
This article originally appeared as a column for the Cleveland Jewish News. When a couple gets married, it is common to do a bit of estate planning. A person, for example, might make his or her spouse the beneficiary on any life insurance policies and retirement plans. A joint and survivorship deed on any real property might be executed. The…
This article originally appeared as a column for the Cleveland Jewish News. Valentine’s Day just occurred and love was in the air – and on the store shelves. As you were being inundated with chocolates and red candy hearts, divorce was hopefully the furthest thing from your mind. But if you proposed to your sweetie on Feb. 14, a little…