US Justice Department Elder Fraud Sweep

In the largest ever nationwide elder fraud sweep the US Department of Justice (DOJ) has identified more than 260 defendants in fraud accounting for more than 750 million dollars. In each case, the defendants allegedly engaged in financial tactics that either...

read more

Three Keys to Protecting Yourself from a Rogue Executor

Unfortunately, sometimes a death in the family can bring out the worst in people. Indeed, family resentments sometimes simmer during a time of grieving -particularly when money and assets from the deceased’s estate are involved. If you are a beneficiary under a loved...

read more

Planning for Children with Special Needs

Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long term prognosis and what type...

read more

The Changing Landscape of Memory Care

Projected demographics indicate that memory care is about to become a booming market of opportunity for facilities and their construction that tend to develop specialized memory care needs. While some facilities are stand-alone solutions for memory care patients,...

read more

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...

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?

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US Justice Department Elder Fraud Sweep

In the largest ever nationwide elder fraud sweep the US Department of Justice (DOJ) has identified more than 260 defendants in fraud accounting for more than 750 million dollars. In each case, the defendants allegedly engaged in financial tactics that either...

read more

Three Keys to Protecting Yourself from a Rogue Executor

Unfortunately, sometimes a death in the family can bring out the worst in people. Indeed, family resentments sometimes simmer during a time of grieving -particularly when money and assets from the deceased’s estate are involved. If you are a beneficiary under a loved...

read more

Planning for Children with Special Needs

Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long term prognosis and what type...

read more

The Changing Landscape of Memory Care

Projected demographics indicate that memory care is about to become a booming market of opportunity for facilities and their construction that tend to develop specialized memory care needs. While some facilities are stand-alone solutions for memory care patients,...

read more

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...

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