The Silent Threat to Your Estate Planning

  It is common knowledge that everyone needs to have an estate plan in place. Commonly, the focus is on assets, taxes, and any changes to legislation that may affect the security of your loved ones in the event of your incapacity or death. What many often forget,...

read more

ABLE Accounts for People with Disabilities

Congress passed the Achieving a Better Life Experience (ABLE) Act in 2014. This created tax-advantaged accounts for people with disabilities. These accounts grow and are tax-free. The money in the accounts can be used for qualifying expenses. Before the passing of the...

read more

5 Steps for Coordinating Plans Across Generations

5 Steps for Coordinating Plans Across Generations  Intergenerational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as possible. These plans help prepare heirs to both manage and preserve those...

read more

Giving Care, When You Need It Too

Giving Care, When You Need It Too Author Name Caregiving When Jeanette's mother was hospitalized, Jeanette's father begged her, with tears in his eyes, to take care of mother if he ever couldn't. Of course Jeanette said “yes.”   Years later, when Jeanette's father had...

read more

Age Discrimination

Age discrimination is unfortunately still a relevant topic that needs to be addressed. Employers are not allowed to bully an older person into retirement or treat them unfairly. Know your rights.

read more

How is a Corporate Trustee Different?

When setting up a trust it can be difficult to determine who exactly is fit to be a trustee, with a corporate trustee one needn’t worry. A corporate trustee is an impartial, lasting, dedicated trustee.

read more

Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster

The year 2018 has been no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United States and abroad has suffered some serious natural disasters. These acts of nature can devastate your life and your family. Who knows what 2019 will bring.

In addition to creating a disaster preparedness plan for your family, be sure to protect your legal documents during these events.

read more

How To Avoid Medicare Scams

By far the largest types of insurance fraud are scams against government and private health care insurers. Scammers frequently target government insurance like Medicare by stealing newly issued medical ID cards and then stealing identities.The Coalition Against Insurance Fraud estimates that tens of billions of dollars are lost annually to these types of fraud. Additionally, medical identity theft is now a top complaint received by the Federal Trade Commission.

read more

The More You Know: Reverse Mortgages & Estate Planning

You have likely seen several advertisements for reverse mortgages if you have spent any time watching television or surfing on the internet. The concept and sell is a simple one: as long as you own and live in your home, you can supplement your retirement income with a loan that you do not need to pay off. The trade-off when it comes to a reverse mortgage is that you are using your home’s equity to receive that extra retirement income. Even if a reverse mortgage is right for your circumstances, entering into a reverse mortgage is something that should be understood fully before signing any paperwork.

read more

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Estate Planning Deficiencies Check-Up

Just click below to access your own complementary checklist.  

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 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

The Silent Threat to Your Estate Planning

  It is common knowledge that everyone needs to have an estate plan in place. Commonly, the focus is on assets, taxes, and any changes to legislation that may affect the security of your loved ones in the event of your incapacity or death. What many often forget,...

read more

ABLE Accounts for People with Disabilities

Congress passed the Achieving a Better Life Experience (ABLE) Act in 2014. This created tax-advantaged accounts for people with disabilities. These accounts grow and are tax-free. The money in the accounts can be used for qualifying expenses. Before the passing of the...

read more

5 Steps for Coordinating Plans Across Generations

5 Steps for Coordinating Plans Across Generations  Intergenerational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as possible. These plans help prepare heirs to both manage and preserve those...

read more

Giving Care, When You Need It Too

Giving Care, When You Need It Too Author Name Caregiving When Jeanette's mother was hospitalized, Jeanette's father begged her, with tears in his eyes, to take care of mother if he ever couldn't. Of course Jeanette said “yes.”   Years later, when Jeanette's father had...

read more

Age Discrimination

Age discrimination is unfortunately still a relevant topic that needs to be addressed. Employers are not allowed to bully an older person into retirement or treat them unfairly. Know your rights.

read more

How is a Corporate Trustee Different?

When setting up a trust it can be difficult to determine who exactly is fit to be a trustee, with a corporate trustee one needn’t worry. A corporate trustee is an impartial, lasting, dedicated trustee.

read more

Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster

The year 2018 has been no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United States and abroad has suffered some serious natural disasters. These acts of nature can devastate your life and your family. Who knows what 2019 will bring.

In addition to creating a disaster preparedness plan for your family, be sure to protect your legal documents during these events.

read more

How To Avoid Medicare Scams

By far the largest types of insurance fraud are scams against government and private health care insurers. Scammers frequently target government insurance like Medicare by stealing newly issued medical ID cards and then stealing identities.The Coalition Against Insurance Fraud estimates that tens of billions of dollars are lost annually to these types of fraud. Additionally, medical identity theft is now a top complaint received by the Federal Trade Commission.

read more

The More You Know: Reverse Mortgages & Estate Planning

You have likely seen several advertisements for reverse mortgages if you have spent any time watching television or surfing on the internet. The concept and sell is a simple one: as long as you own and live in your home, you can supplement your retirement income with a loan that you do not need to pay off. The trade-off when it comes to a reverse mortgage is that you are using your home’s equity to receive that extra retirement income. Even if a reverse mortgage is right for your circumstances, entering into a reverse mortgage is something that should be understood fully before signing any paperwork.

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