News
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Incapacity Planning
Read moreIncapacity Planning for Loved Ones Financial Oversight for a Loved One Banking and bill-paying can become more challenging with age. And, incapacitation by accident or sudden illness can strike anyone and at any age, creating the same challenges. Incapacity is not just about mental cognition, accident, or illness. You may have a loved one who […]
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Staggering Cost of Elder Care
Read morePaying For Long Term Care The Staggering Cost of Elder Care in America To age well and securely in America is at best expensive on many levels. The financial toll for millions of the elderly and those families who do their best to care for and support them. Paying for long -term care is expensive. […]
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Preparing For Incapacity
Read morePreparing for Incapacity: Is Your Financial Information In Order? What happens if you are incapacitated? Do you have a plan in place? If not, you need to start preparing for incapacity now. Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today and relieve […]
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CHARITABLE GIVING TIPS
Read moreEnd of Year Charitable Giving Tips 5 Easy Tips to Simplify Your Year End Charitable Giving Can you believe that another year is almost finished? As we approach the end of the year, do you plan to make charitable donations before the end of the year? Do you want to know some charitable gift giving tips? […]
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Family Legacy Estate Planning
Read moreFamily Legacy Estate Planning Are you social conscious minded? Do you love giving to charities and making a difference in the world? Have you dreamed of instilling a philanthropist mindset in your children? What if I told you that you can accomplish these goals through your estate planning. Learn more about family legacy estate planning […]
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Charitable Gift Giving
Read moreCharitable Gift Giving: Choosing a Gift to Give to a Charity December is the month of giving. And, what better month for us to discuss charitable gift giving! If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the […]
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How to Prepare for Your Aging Parent’s Care
Read moreHow to Prepare for Your Aging Parent’s Care Your Aging Parent and How to Prepare for Their Care Every situation providing care for an aging parent is unique. However, one truism is that preparation is crucial to success. Do you need basic information about eldercare resources and services? Are you looking for a local agency […]
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Estate Planning Asset Protection
Read morePlan for your Future Through Estate Planning And Asset Protection In these times of uncertainty, estate planning is more important than ever The truth is none of us know the future. Significant uncertainty abounds as to the outcomes of US tax legislation proposals. Estate and gift tax exemptions may get cut in half or not. […]
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Why You Should Review Your Estate Plan
Read moreWhy You Should Review Your Estate Plan Congratulations, you completed your estate plan. You can now relax. You have nothing to worry about anymore, right? Sure, that’s one way to think about it. However, let’s talk about why you should review your estate plan. As we all know, life happens. There is really nothing we […]
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Estate Planning Attorney Questions
Read moreEstate Planning Attorney Questions Questions You Should Ask Your Estate Planning Attorney Creating an estate plan is a personal and often emotional undertaking. Therefore, making the selection of your estate planning attorney of the utmost importance. Here are some questions you should ask your estate planning attorney to determine if they are the right person […]