The Biggest Threats to Successful Estate Planning Poor estate planning can be a recipe for disaster. While having your estate planning documents prepared is the first hurdle to overcoming a potential […]
Read More »Project Lifesaver Program – Helping to Keep Loved Ones Safe at Home
Project Lifesaver Program – Helping to Keep Loved Ones Safe at Home It was an honor to be present as a member of the Board of Directors of The Alzheimer’s […]
Read More »Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning
Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning In the event of your untimely death, the manner in which your beneficiaries — or those […]
Read More »What Will Happen to Your Business If You Become Incapacitated or Pass Away?
What Will Happen to Your Business If You Become Incapacitated or Pass Away? Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, […]
Read More »What to Expect for Estate Planning in 2018
What to Expect for Estate Planning in 2018 2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch […]
Read More »Aging.gov: A Resource for Older Americans and Their Families
Aging.gov: A Resource for Older Americans and Their Families More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a website launched by the former administration. […]
Read More »Organizing for Tax (and Estate Planning) Season
Organizing for Tax (and Estate Planning) Season It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon […]
Read More »What to Expect from Estate Planning in 2018
What to Expect from Estate Planning in 2018 2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch […]
Read More »There’s Never A Better Time Than Now To Get Your Affairs in Order
There’s Never A Better Time Than Now To Get Your Affairs in Order As the busy year is coming to a close, I am writing this last post of 2017 […]
Read More »Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent
Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, […]
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