May 25, 2020 •
Estate Planning ![]()
When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.
Read MoreMay 22, 2020 •
Estate Planning ![]()
If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.
Read MoreMay 21, 2020 •
Estate Planning ![]()
Now you can actually have a voice in who is chosen, but you need to do it while you have capacity.
Read MoreMay 20, 2020 •
Estate Planning ![]()
Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.
Read MoreMay 19, 2020 •
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There are many ways to implement a successful retirement strategy. One of them is to carefully map out a sensible financial plan and then stick to it through thick and thin. Another is just to wing it, using your intuition and gut feelings, and hope for the best.
Read MoreMay 18, 2020 •
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There’s a natural wearing down of our teeth as we age. Old fillings crack from years of chewing and grinding, which allows an opening for decay to spread around the edges. The best preventative is regular checkups and teeth cleanings, but not everyone is comfortable visiting a dentist.
Read MoreMay 15, 2020 •
Estate Planning 
Until now, you may have viewed writing a will as something you’d get around to doing someday. However, because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering the potential consequences of not doing those things.
Read MoreMay 14, 2020 •
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The proliferation of digital footprints in our online communities raise demand for consumer tools and options for dealing with digital assets upon incapacity and death.
Read MoreMay 13, 2020 •
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The value of long-term care insurance (LTCI) is an ongoing conundrum. There's no doubt we're living longer. According to LongTermCare.gov, a site provided by the U.S. Department of Health and Human Services, at least 70 percent of people 65 and older will need long-term care services and support at some time in their lives.
Read MoreMay 12, 2020 •
Estate Planning ![]()
One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.
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