Blog

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 […]
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 […]
January 24, 2023
Choosing a Guardian for Minor Children
If something terrible happened to you and your spouse, who would raise your children? It’s not something anyone wants to think about, but we should plan […]
January 10, 2023
ATM Skimming—Yes, It Could Happen to You
It’s all so convenient. You go to the gas station, insert your debit card into the reader at the pump, fill up your car, and you’re […]
December 27, 2022
The New Year is a Great Time to Review Your Estate Plan
We would like to add one more item to your list of New Year’s resolutions—reviewing your estate plan. Why is it so important to keep your […]
December 8, 2022
The Risks of Giving Adult Children an “Advance” on Their Inheritance
There are many reasons you might consider giving your adult children a portion of their inheritance now, while you’re alive and well. Maybe you’ve seen your […]
November 22, 2022
‘Tis The Season To Give, But What About Gift Taxes?
It’s the time of year for giving…but do I have to pay a gift tax on monies I gift to family or friends? The short answer […]
November 9, 2022
Alzheimer’s Disease: Facts Versus Fiction
The number of people living with Alzheimer’s disease in the United States is growing rapidly. So, too, are the number of myths surrounding the disease and […]