When discussing estate planning with our clients, we always explain the need to prepare for the possibility of requiring long-term care, and the daunting costs of such care. As Americans […]
Springtime often creates a drive to clean out your home, your desk, your car and just about everything that physically and emotionally constitutes ‘clutter’ in life. In some cases, projects […]
While most marriages are entered into with a great deal of bliss and optimism, nonetheless many of those marriages end in divorce. From an estate planning perspective, it always prudent […]
Many families are hesitant to discuss financial affairs together. Parents do not necessarily want their children to know how much or exactly what they have. Some do not want their […]
April 15th is approaching and it is time to begin crossing T’s and dotting I’s in preparation for paying taxes. As tax time draws near, you want to make sure […]
Many of our small business owner clients enjoy having their children or other family members work with them in the business, and their “exit plan” relies heavily on transferring responsibility […]
Adult children with elderly parents often report to our firm that their concerns about their parents significantly increased following an accident at home. After a trip to the emergency room […]
Time is running out to use a potentially very lucrative Social Security benefits-claiming strategy. Spouses will no longer be able to use the “file and suspend” strategy after April 29, […]
Planning for retirement and deciding whether to buy long-term care insurance would be a lot easier if you knew your odds of needing long-term care, as well as at what […]
Medicare prescription drug plans can change which drugs they cover, leaving you without coverage for a drug you need. Or you may switch plans into a plan that doesn’t cover […]