The Costs of Dementia: For the Patient and the Family
The Costs of Dementia: For the Patient and the Family
The Costs of Dementia: For the Patient and the Family A recent report from the Alzheimer’s Association states that one in nine Americans age 65 or older currently have Alzheimer’s. […]
Read More »Estate Planning for Disability
Estate Planning for Disability
Estate Planning for Disability Planning for the possibility of disability is probably the most overlooked part of estate planning. While many people will give serious consideration to estate planning for […]
Read More »Understanding the Basics: Revocable and Irrevocable Trusts in Estate Planning
Understanding the Basics: Revocable and Irrevocable Trusts in Estate Planning
Estate planning is a crucial step to ensure your assets are managed and distributed according to your wishes after you’re gone. Two commonly used tools in this process are revocable […]
Read More »Using a Standby Supplemental Needs Trust to Protect Your Loved Ones
Using a Standby Supplemental Needs Trust to Protect Your Loved Ones
Using a Standby Supplemental Needs Trust to Protect Your Loved Ones We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even […]
Read More »What Will Happen If Your Clients’ Loved Ones Become Disabled?
What Will Happen If Your Clients’ Loved Ones Become Disabled?
What Will Happen If Your Clients' Loved Ones Become Disabled? We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though […]
Read More »Estate Planning Lessons We Learned from US Presidents
Estate Planning Lessons We Learned from US Presidents
February 21 is the day on which we celebrate several US presidents who made noteworthy contributions to our country. As with any discussion that involves politics, a discussion about US […]
Read More »Presidential Estate Planning Lessons You Can Use to Advise Your Clients
Presidential Estate Planning Lessons You Can Use to Advise Your Clients
February 21 is the day on which we celebrate several US presidents who made noteworthy contributions to our country. As with any discussion that involves politics, a discussion about US […]
Read More »What is the Difference Between Medicare and Medicaid?
What is the Difference Between Medicare and Medicaid?
What is the Difference Between Medicare and Medicaid? Medicare and Medicaid are two different government programs for healthcare. It is important to understand the difference between them. Here, we will discuss how […]
Read More »Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones
Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones
Not only is January the first month of a new year, it is also a time when many celebrate Hunt for Happiness Week (January 16-22, 2022). Happiness is something that […]
Read More »Three Steps to Helping Clients Find Their Happiness and Honor it with their Estate Plan
Three Steps to Helping Clients Find Their Happiness and Honor it with their Estate Plan
Not only is January the first month of a new year, it is also a time when many celebrate Hunt for Happiness Week (January 16-22, 2022). Happiness is something that […]
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