Many clients want to leave a legacy, not just save for a comfortable retirement.
Archive - September 2019
What Happens when Both Spouses Die at the Same Time?
Sometimes the persons involved either die simultaneously, i.e., too close in time to determine...
Can a Trust Be Amended?
In their trust they leave each other their share upon death and then I would be trustee when my...
Relocating for Retirement? What You Need to Know
One of the great things about being retired is that you no longer have a job tethering you to a...
Can You Protect Your Home If You Need Medicaid?
If you are single or are a widow or widower and will likely never return home after moving into a...
Be Aware of These Myths about Social Security
Researchers tell us that most people would be better off waiting to claim Social Security benefits...