Estate Planning: Why This Topic Is for You
When the topic of estate planning comes up, many people assume incorrectly that the conversation doesn’t apply to them. They hear “estate”…
Estate Planning: Wills & Trusts, and Which One Is Right for You
Sam and Barbara have put off having serious conversations about their estate planning for way too long. Luckily, both are in great…
Benefits of establishing a living trust
There are many benefits of establishing a living trust – the top one being protection from court challenges by beneficiaries. Before we…
Powers of Attorney for Persons With Alzheimer’s
Don’t wait until it’s too late to protect your loved ones with Alzheimer’s….
Leigh’s Two New Books Show Those Diagnosed with Alzheimer’s Disease and Their Caregivers How to Cope
In 2019, millions of people will receive the shattering news of an Alzheimer’s disease diagnosis. These new books, from a local elder…
Saving assets while keeping the Medicaid benefits for Alzheimer’s patients
Jeff had lived his whole life as a successful business man always vigilant about the smallest of details. He had two offices,…
Comprehensive Planning for Your Loved One With Special Needs
When it comes to estate planning for your loved one with special needs, there is plenty to consider. No matter what happens…
Is Everything in Order?
Before you leave on your next trip, do you have everything in order? Trips are fun, (you know how I love to…
Choosing an Executor
The best way to begin the task of choosing an Executor is not necessarily to look for a family member you trust…
Who Can You Trust?
When creating a will or setting up a Trust, you will need to choose someone or a corporate Trustee to carry out…