If you’ve been assigned the role of power of attorney, this information we’ve gathered will help you understand your responsibilities and the terminology involved. First, the basics: What are you [...]

How do you know if you need to update your estate plan? It isn’t like your smoke detector that mercilessly beeps, warning you that you could be in danger if you don’t replace its [...]

All clients have a story – a present, a past, a family, a fact pattern that no one else has. They have questions that no one else has. There’s always a point where I say, “Wow, no one has [...]

Are you thinking about making a move to a senior living community, but don’t know how to start your research? Here are 10 pointers to consider: 1. Understand the kind of community and benefits [...]

Because we don’t like to talk or think about death, we find many people don’t understand what actually needs to happen after a death. Many of us think, “My estate and assets will go to my kids. [...]

A major question in planning for seniors today is, “How can I protect my property from nursing home costs?” Statistically, the chance that a senior will enter a skilled nursing facility, [...]

The summer is time for sunglasses, the beach, ice cream, and of course, superhero blockbusters. And it’s not a bad time to get your financial planning and estate planning in order, either. [...]