Posted On: July 22nd 2023
It can be tempting to avoid the costs of creating an estate plan when your only significant asset is your home. Afterall, what’s the harm of simply putting your home in your child’s name to avoid probate and be done with it? We hear this question more than you’d think at our office, and we…
Read More...Posted On: June 27th 2023
Although you may have taken the time to create a well structed will or trust, there are some common challenges which may present themselves upon your passing. Disputes amongst beneficiaries can result in bitter family relations, costly court proceedings and financial devastation. The following are some proactive measures you can take to avoid common challenges…
Read More...Posted On: February 1st 2023
For generations, the children in your family have learned to swim by jumping off of the dock of your family’s vacation home.
Read More...Posted On: January 23rd 2023
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.
Read More...Posted On: January 16th 2023
Second marriages can present unique challenges regarding estate planning, particularly if you or your new spouse have children from previous marriages.
Read More...Posted On: January 9th 2023
Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes
Read More...Posted On: December 22nd 2022
Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement.
Read More...Posted On: December 12th 2022
What Women Need to Know about Social Security.
Read More...Posted On: November 29th 2022
A Will is a Key Component of Any Estate Plan, But It’s Not Enough
Read More...Posted On: November 18th 2022
What to Do When a Loved One is Diagnosed with Dementia.
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