Blog
October 24, 2023
In honor of last week’s National Estate Planning Awareness Week, we have compiled a list of some commonly used tools in Estate Planning and a brief […]
October 6, 2023
For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should […]
September 21, 2023
An article by AARP discusses several factors to consider when choosing a nursing home. Here is a brief synopsis. Inspect the grounds Making sure you are […]
September 6, 2023
Let’s discuss how to achieve long-term financial goals prior to retirement. An article in Kiplinger discussed an aggressive approach to financial planning in your forties. Here […]
August 24, 2023
According to a two-year study from 2015, healthy eating, brain training, exercise and sound medical management may prevent age-related cognitive decline and, perhaps, dementia. The study […]
August 8, 2023
How important is Estate Planning? This is a question often answered with “Very Important”, however the subject can be quickly overlooked, or forgotten about. While many […]
July 18, 2023
Estate Planning for blended families can present unique challenges. When either spouse brings children from a previous marriage it can affect how one wants their assets […]
July 11, 2023
It can be tough managing your loved one’s legal needs. Serving as a caregiver may require you to oversee their legal affairs. A past article on […]
June 26, 2023
Have you been thinking about starting your Estate Planning, but have no clue where to start? Did you know that you aren’t bound to one type […]
June 8, 2023
Approximately 20 percent of Americans over the age of 65 have been victimized by some form of financial abuse, with the average loss per victim exceeding […]
May 24, 2023
Many clients ask if they need a trust. It’s a great question, but it leads to another: What do you want your plan to accomplish? There […]
May 11, 2023
You’ve no doubt heard about assisted living and nursing home care, but there are many other long-term care options available. An article by U.S. News & […]