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Estate Planning

How to Protect the Legacy of Your Vacation Home

For generations, the children in your family have learned to swim by jumping off of the dock of your family’s vacation home.

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Planning For Long-Term Care: Medicare v. Medicaid

Both Medicare and Medicaid can assist you with your individual long-term care plan. While the two programs sound similar, there are important differences to consider.

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Estate Planning for Second Marriages

Second marriages can present unique challenges regarding estate planning, particularly if you or your new spouse have children from previous marriages.

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Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes

Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes

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Myths and Misconceptions about Retirement Planning

Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement.

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What Women Need to Know about Social Security

What Women Need to Know about Social Security.

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A Will is a Key Component of Any Estate Plan, But It’s Not Enough

A Will is a Key Component of Any Estate Plan, But It’s Not Enough

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What to Do When a Loved One is Diagnosed with Dementia

What to Do When a Loved One is Diagnosed with Dementia.

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Choosing a Trustee for Your Special Needs Trust

Choosing the right trustee for any trust is a difficult and extremely important decision. In the case of choosing the right trustee for the trust you have created to protect your loved one with special needs, the decision is even more important—particularly if your loved one is a young child. Let’s take a look at…

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Special Needs Trusts: Providing Future Support for Your Loved Ones with Special Needs

Special Needs Trusts: Providing Future Support for Your Loved Ones with Special Needs The first few months (or even years) after receiving a diagnosis of a physical and/or mental disability can be overwhelming and filled with many unexpected questions and challenges.  Your instincts are to provide whatever immediate needs your loved one requires at that…

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Our Intake Process, in 3 Simple Steps