

Long Term Care Options
Many baby boomers are facing the decision of whether or not to buy long term care insurance. Unfortunately, most choose not to purchase...


Estate Planning in a COVID-19 World
The COVID-19 pandemic has impacted our lives in so many ways: economically, socially, politically, our mental and physical well-being and...


Digital Assets
As we explained a few years ago, the internet has changed how we look at estate planning. No longer is estate planning limited to the...


Estate Planning - Avoiding Disputes Amongst Children
The Bible makes it clear that the love of money is a root of all kinds of evil (see 1 Timothy 6:10). Unfortunately, the love of money can...


The Top 10 Estate Planning Mistakes and How to Avoid Them
1. Procrastination. Most everyone is aware that it is important to have an estate plan. Far too often however, they do nothing about it....


BEWARE OF THE SECURE ACT
In August we warned you that the Setting Up Every Community for Retirement Enhancement Act, better known as the Secure Act, was likely to...


If You Own an IRA or 401(k), Get Ready for the SECURE ACT
Because Congress has an insatiable appetite to spend (even when they have to borrow to do it), it seems it’s always looking for new ways...


Durable Powers of Attorney - What You Need to Know
A durable power of attorney - where an agent is appointed to handle the financial affairs for a principal - has been used for decades....


Veteran's Pension 2019
As we have discussed in previous newsletters, one of the best kept secrets of the Department of Veterans Affairs is the veteran’s pension...


Don't Leave Your Family Unprepared
Benjamin Franklin said there were only two things certain in life: death and taxes. Yet in spite of everyone having an expiration date,...
























