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 »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 »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, […]
Read More »Why Factoring Long-Term Care Into Your Estate Plan Pays Off
Why Factoring Long-Term Care Into Your Estate Plan Pays Off For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. […]
Read More »How to Avoid High Octane Stress and Organize Information for Your Family
How to Avoid High Octane Stress and Organize Information for Your Family Think, for just a few moments, about what would happen if you suddenly became incapacitated or died. Would […]
Read More »Is a Financial Plan Enough?
Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too If you want to leave a robust financial legacy for your family, a financial plan alone […]
Read More »Long-Term Care Planning, Part 1: A Central Requirement
Long-Term Care Planning, Part 1: A Central Requirement Health care has been the topic of discussion lately, but the greatest threat to your financial health is long-term care. This is […]
Read More »Don’t Leave Your Trust Unguarded: 6 Key Ways a Trust Protector Can Help You
Don’t Leave Your Trust Unguarded: 6 Key Ways a Trust Protector Can Help You Trust protectors are a fairly new and commonly used protection in the United States. In short, […]
Read More »Poor Drafting Leads to New York Court Holding Trust Assets as Available Resource
Poor Drafting Leads to New York Court Holding Trust Assets as Available Resource Medicaid Asset Protection Trusts are a key planning strategy to protect assets and help qualify for long […]
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