Blog

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 […]
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 […]
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 […]