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FDIC Insurance & Revocable Living Trusts

FDIC Insurance & Revocable Living Trusts

“How a living trust multiplies your FDIC insurance and is an easy way to protect your life...

Your Legacy Is At Risk. Consider a Professional Trustee.

Your daughter, brother, friend, or neighbor may be perfectly capable of serving as your successor...

Your Family’s Investments Require a Strategic Change

An entire generation of investment advice has collapsed in one short year. Traditionally, bonds...

Why You Should Review Your Estate Plan

Make Sure Yours Isn’t Out-of-Date Horror Stories from Out-of-Date Estate Plans   Our clients...

The Missing Link in Thriving as You Age: Elder Care Coordination & Life Care Planning.

What is an elder care coordinator?  Also called an elder care manager, a senior care coordinator...

When the Worst Investment Turns Out to be the Best Plan

Most of us know that annuities are not an outstanding investment, at least most of the time. But...
Advanced Directives and DocuBank

Advanced Directives and DocuBank

Will you get the care you want when you can’t ask for it yourself? How to access your Advanced...
Medicaid Eligibility in Colorado

Medicaid Eligibility in Colorado

Medicaid Eligibility in Colorado The cost of long-term care nationwide is beyond the means of many...

5 Most Common Estate Planning Mistakes & How To Avoid Them

5 Most Common Estate Planning Mistakes & How to Avoid Them   Estate Planning Mistake...