Setting up a trust that's fair and manageable takes a holistic approach that combines your understanding of the law as well as a compassionate understanding of the motivations driving a…
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…
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…
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…
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,…
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,…
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…
You may be taking care of elderly parents now or looking at that possibility in the near future. According to a report from USA TODAY/ABCNews/Gallup Poll, 41% of baby boomers…
Include End-Of-Life Planning When Anticipating Long Term Care
2011The Brown family reunion has always been an event everyone looks forward to. Family visits, games, stories and everyone’s favorite foods are always on the agenda. On the top of…