Estate Planning Is Not Just About Money

It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have in the bank, you and your family can benefit from planning ahead for the future. If you fail to do so, you could leave your family...

read more

Spousal Impoverishment Protections Update

Federal spousal impoverishment protections were set to lapse in March 2019. Two bills were proposed to deal with that issue. H.R. 1343 is still sitting in the House, but H.R. 3253 was enacted on August 6, 2019. H.R. 1343, or the Protecting Married Seniors from...

read more

Identity Theft -Not Just an Issue for the Living

Identity theft is the last thing a grieving family should have to worry about after the loss of a loved one. Unfortunately, identity thieves have increasingly targeted the identities of deceased people, using their names and other identifying information to get credit...

read more

The Difference Between Medicare and Medicaid

Most people who work in healthcare may recognize the acronym LASA, which stands for “look-alike-sound-alike” and is usually seen when referencing medications.   When it comes to federal programs, Medicaid and Medicare, in written form, look alike and they do...

read more

Data Breaches Affecting Seniors

Data breaches have been one of the hot topics this year in the wake of the Capital One data breach which compromised nearly 100 million Americans. But what hasn’t been receiving much major media coverage are the recent breaches affecting seniors. One such breach...

read more

Dementia is a Significant Health Challenge

Somewhere in the world, every three seconds, someone is being diagnosed with dementia. Dementia is a catchall phrase that refers to many types of neurodegenerative diseases. Neurodegenerative diseases bring about the onset of dementia including but not limited to:...

read more

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Estate Planning Deficiencies Check-Up

Just click below to access your own complementary checklist.  

Email Marketing by AWeber

 Do you know for certain if your Estate Plan accomplishes your wishes for you and your family  under the current Estate and Income Tax Laws and in your currrent circumstances?

Follow Us

Estate Planning Is Not Just About Money

It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have in the bank, you and your family can benefit from planning ahead for the future. If you fail to do so, you could leave your family...

read more

Spousal Impoverishment Protections Update

Federal spousal impoverishment protections were set to lapse in March 2019. Two bills were proposed to deal with that issue. H.R. 1343 is still sitting in the House, but H.R. 3253 was enacted on August 6, 2019. H.R. 1343, or the Protecting Married Seniors from...

read more

Identity Theft -Not Just an Issue for the Living

Identity theft is the last thing a grieving family should have to worry about after the loss of a loved one. Unfortunately, identity thieves have increasingly targeted the identities of deceased people, using their names and other identifying information to get credit...

read more

The Difference Between Medicare and Medicaid

Most people who work in healthcare may recognize the acronym LASA, which stands for “look-alike-sound-alike” and is usually seen when referencing medications.   When it comes to federal programs, Medicaid and Medicare, in written form, look alike and they do...

read more

Data Breaches Affecting Seniors

Data breaches have been one of the hot topics this year in the wake of the Capital One data breach which compromised nearly 100 million Americans. But what hasn’t been receiving much major media coverage are the recent breaches affecting seniors. One such breach...

read more

Dementia is a Significant Health Challenge

Somewhere in the world, every three seconds, someone is being diagnosed with dementia. Dementia is a catchall phrase that refers to many types of neurodegenerative diseases. Neurodegenerative diseases bring about the onset of dementia including but not limited to:...

read more

Estate Planning Deficiencies Check-Up

Just click below to access your own complementary checklist.  

Email Marketing by AWeber

 Do you know for certain if your Estate Plan accomplishes your wishes for you and your family  under the current Estate and Income Tax Laws and in your currrent circumstances?

Follow Us