Latest Blog Posts

Why a Spendthrift Trust Can Be a Great Solution for Your Heirs

Posted on: March 27th, 2018
A trust is a fiduciary arrangement, established by a grantor or trustmaker, which gives a third party (known as a trustee) the authority to manage assets on behalf of one or more persons (known as a beneficiaries). Since every situation is different, there are different types of trusts to ensure the best outcome for each beneficiary. One type of trust, known as a spendthrift trust, is commonly used to protect a beneficiary’s interest from creditors, a soon-to-be ex-spouse, or his or her own poor management of money. ...

Alzheimer's 101: Understanding the Basics

Posted on: March 5th, 2018
As everyone knows, as you age your risk of illness and/or disorder increase. One of these diseases that becomes more likely as you age is Alzheimer’s disease. While it’s likely you have heard of Alzheimer’s disease before, do you really understand it? Did you know one in ten people (10%) over the age of 65 in the U.S. has Alzheimer’s disease? Due to the aging of America and because it affects so many people’s lives (more than 5 million people in 2017), we thought it would be good to provide a brief introduction to the subject. Click on the link below to learn more about the causes, symptoms and diagnosis of Alzheimer’s disease. ...
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