Category: Estate Planning

I often remind my daughters to watch their heart when they fight over petty little fights over some piece of clothing or who is sitting

I had a consultation this week with a couple who each had minor children from a prior relationship; they also had substantial assets. Often, the

National estimates are that about 8% to 9% of all seniors have purchased long term care insurance. Seniors who do not currently own long term

Many clients tell me that they desire to disinherit a child but then feel compelled to explain why. I can tell they are embarrassed, almost

Per Forbes, An estate plan is like a car or a house: It needs regular maintenance to function as intended. Yet unlike your car or

Kiplinger’s Magazine identifies 10 common Estate Planning mistakes: In a recent probate estate consult, my clients realized the importance of number one mistake: Not naming

Forbes magazine analyzed: Six Things Every American Should Know About Social Security And Retirement. Two stood out to me: Social Security’s average 40% benefit is

Veterans Pension and Survivor ‘s Pension – also known as Death Pension – are disability income programs available to veterans or to the single surviving

  In the first century of our country’s history there no such things as home care services, nursing homes or assisted living. Society was mostly