How To Be Prepared for the Loss of a Spouse

Discussing what will happen in the event your spouse dies and you are left to take care of your children can be an uncomfortable conversation to say the least. Despite the sensitivity of this topic, however, it is important to start the conversation early. The creation of an estate plan can help you both to… Read More »

You Die, You Named a Guardian, Now What?

For most parents of school-aged children, creating an estate plan is less about distributing assets through their last will and testament than it is about appointing a guardian for their children. However, many of our clients tell us that once they complete their last will and testament and appoint a guardian, they “check out” of… Read More »

How to Help Your Parent Choose a Nursing Home

If your parent has reached the stage in life where he or she cannot take care of him or herself, you may have begun to consider moving your parent into a long-term care facility. At the start of this process a number of questions may enter your mind. These questions could include: How do you… Read More »

Seniors Beware: New Con Targets Social Security Checks

By KATHY KRISTOF MONEYWATCH July 31, 2017, 5:30 AM Seniors beware: New con targets Social Security checks Government officials are warning about a rash of cons targeting Social Security beneficiaries. Posing as agents for the government’s cornerstone retirement program, the latest con tries to trick seniors into “verifying” private information — including Social Security numbers, birth dates and… Read More »

How to Use a Revocable Trust

A revocable trust might also be referred to as an inter vivos trust or a living trust. This is the kind of trust that can be updated at any point in time, meaning that you have greater flexibility over it. You might decide to make changes over who is listed as the beneficiary inside, and… Read More »

Estate Planning A Necessity for New Business Owners

A recent study conducted by RBC Wealth Management identified that even though nearly 40% of American business owners have a complete transfer plan, nearly half of them have not taken the necessary steps to make a will. Even though business owners are more likely to have a wealth transfer plan than their employees with half… Read More »