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All About Annuities
Handcrafted Annuities That Will Meet Each Client’s Needs
Annuities, like dogs, come in a multitude of breeds. Both pit bulls and poodles can be loyal and trusted companions — if matched with the right person. Finding the right match is likewise key when it comes to annuities. Whether an annuity can be a faithful source of financial support in the client’s retirement depends upon a variety of factors,
Home Ownership Options for Seniors
For most seniors, the family home is their most important asset and selecting the best ownership option is of critical importance. A senior may ask these questions. “Should I give my home to my children now?” “If I add my children to the title, what happens if they divorce, have creditor problems or become estranged from me?” “How can I
Advance Directives – End of Life Decisions
Of life’s two great certainties, death and taxes, the first is certainly more certain. Some people can avoid taxes by careful planning, others by poverty or evasion. But no one yet has devised a plan to avoid death. Forethought and careful planning, however, can help assure that the decision and circumstances at the end of your life are made by
Wills and Trusts
Most adults do not have an estate plan even though they know they should. We know it is a topic that is unpleasant to ponder, but it is something that, unfortunately, must be thought about seriously. And if you keep avoiding it until the inevitable, then you set up those you hold dear and/or any heirs for potential hassle and
Talking to Loved Ones During the Holidays About Elder Law Needs
If 2020 has taught us anything, it is that our lives can change in an instant – and in so many unforeseen ways. With the end of 2020 upon us, you may be tempted to try and put everything about it in the rearview mirror. However, there is much that we can learn from all 2020 brought us. This year
10 Tips to Keep in Mind While Helping Aging Parents
August 2014 1. Getting old is financially scary No matter how much money one may have, thinking about covering the expenses associated with aging or dealing with the unknown can be extremely scary. What if your elderly parent doesn’t have enough insurance or savings to pay for long term care or a terminal illness such as cancer? Talking to a
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