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 […]
May 11, 2023

Know Your Options: The Spectrum of Long-Term Care

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 & […]
April 25, 2023

Estate Planning for Couples Marrying Later in Life

Here are some factors to consider when marrying, or remarrying, later in life. Should You Have a Prenuptial Agreement? In most situations, the answer is yes, […]
April 6, 2023

Reward Your Pet with the Best Treat of All—a Pet Trust

According to the American Humane Society, approximately 46 percent of households have at least one dog and 39 percent of households have at least one cat. […]
March 31, 2023

Alzheimer’s Disease: Facts Versus Fiction, Continued

In November, we discussed some of the myths surrounding Alzheimer’s disease and other forms of dementia. Let’s discuss a few more. 
You have to be old […]
March 22, 2023

Myths and Misconceptions About Retirement Planning

Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement, Social Security, the […]
March 10, 2023

National Senior Volunteer Programs

Are you sick of sitting at home all by yourself bored and wishing there was something more you could do with your time? Join us at this workshop where we will discuss the various local volunteer opportunities available to seniors 55+.
February 27, 2023

The Truth About Using Medicaid to Pay for Nursing Home Care

Approximately 50% of all Americans who reside in nursing homes receive assistance from Medicaid to pay for their care. This is not surprising, given the extraordinarily […]
February 9, 2023

Family Feuds—When Heirs Fight Over Assets With Sentimental Value

When we think about heirs fighting over assets, it is the big ticket items that typically come to mind, such as the family home, investments, bank […]