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 […]