September 21, 2023

Things to Look for When Inspecting a Nursing Home

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

How to Achieve Long-Term Financial Goals Prior to Retirement

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

Can Changing Your Lifestyle Prevent Cognitive Decline?

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

The Five Year Probate Battle Over Aretha Franklin’s Estate

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 Precautions for Blended Families

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

Managing Your Loved One’s Legal Needs

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

Five Different Trusts Used to Achieve Specific Planning Goals

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

Beware of Scams Targeting Seniors

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

Do You Need a Trust?

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 […]