So, you’ve been hearing about revocable living trusts. The idea sounds good, you think you might need one, yourself, and a little bit of Googling has given you the idea that whipping one up falls in the same category as fixing the kitchen sink (i.e. you can do it on...
Trusts and Wills are often talked about as if they were two sides of the same coin. In reality, these tools can be used to achieve very different estate planning goals. Yes, they both direct the distribution of your assets to your beneficiaries when you die…but this...
It’s that time of year again – love is in the air! As Valentine’s Day approaches, we make dinner reservations and shop for the perfect gift to express our love. This Valentine’s Day, consider giving a heartfelt gift—an estate plan to provide support and guidance for...
The cost of long-term care can come as a debilitating shock to individuals that have otherwise managed their finances responsibly throughout their life. A person turning 65 today has a 70% chance of requiring some form of long-term care and with costs starting from...
December means many things: dropping temperatures, shorter days, snow angels, family gatherings, and lists, lots and lots of lists. Folks are making holiday lists, invite lists, lists of New Year’s resolutions and, the smart ones are also listing important year-end...
If you still haven’t completed your 2022 New Year’s Resolutions time is running short. We’re well into December which means you have just a few weeks to deliver on those promises you made last January. Thousands each year resolve to take care of their estate...
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