Do You Have an Asset List? Here are 10 Things to Include on It

We have talked about and written on everything and anything about estate planning over the years. And we are happy to report…

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Benefits and Services FAQs for Those Living With Alzheimer’s Disease

It is no secret that Alzheimer’s is a cruel, life-changing diagnosis. The key to remember is that you are not alone. Not…

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The Retirement Life: Celebrating the career of our own Tammy Stark

Tammy Stark will be the first to admit that being newly retired feels a little weird. Don’t get her wrong, she’s overjoyed…

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Medicaid Frequently Asked Questions

It is no secret that being an Alzheimer’s caregiver is overwhelming. Not only is providing 24/7 care for your loved one emotionally,…

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7 Benefits of Establishing a Retirement Plan Trust

We have all been told multiple times that saving for retirement is important. It may not have seemed like a big deal…

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Where is your favorite place you have traveled to?

Those of you who know me well know that I love to travel. I also love talking about traveling — whether it…

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What is an Ethical Will, and why do I need it?

It has always amazed me that no matter how much we have talked and written about wills, trusts, and other estate planning…

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Alzheimer’s Care: Learning to ask for help

When you have been diagnosed with Alzheimer’s disease, learning to ask for help can be a monumental challenge to one’s sense of…

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I miss seeing your smiles

Now that we are all wearing face masks, can I just tell you how much I miss seeing people smile? I think…

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Estate Planning: Revocable Trusts and Irrevocable Trusts

When Jimmy and Francis (not their real names) came to us to get their estate planning in order, Jimmy was in the…

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