Cryptocurrency Confusion?20220330164547
Cryptocurrency Confusion?
March 30, 20220 comments
Cryptocurrency is a common topic right now, but what exactly is it? Technically, it is any number of decentralized electronic currency systems that us...
Don’t “avoid the 5 year Medicaid lookback period.” Plan for it instead.20220104103754
Don’t “avoid the 5 year Medicaid lookback period.” Plan for it instead.
January 4, 20220 comments
Many clients come to us asking the question, "How can I avoid the Medicaid 5 year lookback period?" We think that's the wrong approach. We want you to...
How will you get the care you deserve? Everybody needs a plan20211201105209
How will you get the care you deserve? Everybody needs a plan
December 1, 20210 comments
How will you get the care you deserve? Everybody needs a plan.Chances are, you’ll need long-term care at some point in your life. You may be unaware ...
Tips for Talking to your Parents About Estate Planning20211030115849
Tips for Talking to your Parents About Estate Planning
October 30, 20210 comments
How to Talk to Your Parents about Their Estate Plan Conversations about death and dying are rarely fun. Most people avoid them because they invoke pow...
Why You Need to Know About Palliative Care20210928105536
Why You Need to Know About Palliative Care
September 28, 20210 comments
Why You Need to Know About Palliative CareSeptember 28th, 2021 by Catherine Hammond “So tell us, how did the two of you meet?”It’s not the way mo...
Preparing Your Beneficiaries for Their Inheritance20210901150247
Preparing Your Beneficiaries for Their Inheritance
September 1, 20210 comments
Preparing Your Beneficiaries for Their Inheritance A good estate planning attorney will help you prepare your assets to pass effortlessly and safely t...
How to Maintain Family Harmony When You’re Gone20210803134548
How to Maintain Family Harmony When You’re Gone
August 3, 20210 comments
How to Maintain Family Harmony When You’re GoneWhen they first come to our office, most of our clients say that one of their highest priorities is min...
The 3 Biggest Challenges in Setting Up Your Estate Plan20210728111238
The 3 Biggest Challenges in Setting Up Your Estate Plan
July 28, 20210 comments
Only 30% of Americans have a Will or another kind of written estate plan in place. Compare that with the percentage of Americans who will die someday,...
To Roth or not to Roth20210713112600
To Roth or not to Roth
July 13, 20210 comments
Tax advantages for IRA conversionsA good financial advisor will use different tools available in order to blend your retirement income to minimize inc...
What to Do When a Loved One Dies20210624122917
What to Do When a Loved One Dies
June 24, 20210 comments
I’ll never forget the morning after my mom died. It certainly wasn’t a surprise, she had declined slowly over more than 20 years with early-onset Alzh...