Last month, we discussed the pros and cons of lending money to a family member... [Read more...]
Hidden Threats to Your Assets
Are your hard-earned assets safe? You may think they are; however, once you recognize some... [Read more...]
Estate Planning Basics — Getting Your Plan Started
Most people recognize the need to have an estate plan in place; yet, surveys indicate... [Read more...]
Why Is Probate Avoidance Such a Common Goal?
Creating a successful estate plan requires you to think about much more than just how... [Read more...]
6 Important Estate Planning Considerations – Part 2: Long-Term Care
Many considerations must be addressed in an estate plan, not just who gets whatever’s left... [Read more...]
6 Important Estate Planning Considerations – Part 1: Incapacity
One of the most important considerations in an estate plan is incapacity planning. This article... [Read more...]
A Will or a Trust – Which One Should I Choose?
Certainly everyone is familiar with the estate planning terms "will" and "trust," but not everyone... [Read more...]
Former First Lady Barbara Bush’s Death Brings End of Life Care into Spotlight
The American people lost one of its icons recently with the passing of former First... [Read more...]
Retirement: It’s not Just About the Money
Many factors go into retirement decisions. This article by my friend and colleague Steve Hartnett... [Read more...]
Veterans: Are You Getting All Your Benefits?
The freedoms, benefits, and quality of life enjoyed by everyone living in the United States... [Read more...]
Helping Pay for the Grandkid’s Education
With the high costs of college these days, another frequent inquiry we get from clients... [Read more...]
Hey Mom and Dad: Can You Help Me with My Down Payment? (Part I)
This is a common inquiry made by our clients with young adult children who are... [Read more...]
