Most people do not update their estate plans often enough. The most common (and most absurd) excuse...
Archive - October 2019
What Can You Tell Me About a Special Needs Trust?
If you have a loved one who deals with chronic illness or a disability of some kind, you want to be...
How Can I Make Amendments to an Estate Plan?
Updating one’s estate planning documents involves changes to one’s trust, will and/or designation...
Planning for Care in Advance
Perhaps one of the most difficult conversations you'll have as an adult child, is talking about end...
Do I Need Life Insurance After I Get Divorced?
In a divorce, both beneficiaries and policy ownership should be modified to account for the change...
How to Prevent The Top Six Retirement Planning Mistakes
Unfortunately, retirement is complicated, and your decisions can have irreversible consequences.
How to Manage the Cost of Long Term Care
The cost of long-term care insurance is based on several criteria, including the number of clients...
Protect Your Pets After You’re Gone
To ensure animals’ well-being, you should pick a caregiver and set up paperwork, funding.
What Can I Do with Unspent Money in a 529 Plan?
Despite the burgeoning cost of higher education these days, you might still find yourself with...
Special Needs Family Requires Special Planning
As our children with disabilities grow older, and we ourselves grow older, the future can seem...