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Business Owners Need Estate Plan and a Succession Plan

If you own a business, you’ve always got plenty to think about: sales, marketing, employees, competition, industry trends and consumer preferences. The list goes on and on.

Posted on: July 9, 2019

Think of Estate Planning as Stewardship for the Future

Planning is a part of our daily lives. We plan menus for the day or week; we plan vacations; we plan meetings; and the list goes on.

Posted on: July 8, 2019

What’s Not Covered by Medicare?

It's important to understand that Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage.

Posted on: July 5, 2019

What Do I Need to Know About Trusts?

A trust can be a vital component in an estate plan.

Posted on: July 4, 2019

What Should I Look for in a Trustee?

Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.

Posted on: July 3, 2019

Thinking about Aging? Will You Need Long Term Care?

On average, men need help for 2.2 years, while women need help for 3.7 years.

Posted on: July 2, 2019

Graduation Over? Time to Consider Legal Documents

You can no longer make medical or financial decisions for your children without proper paperwork.

Posted on: July 1, 2019

How Power of Attorney Can Help Unravel an Estate Mess

Your daughter owned a home. She died, leaving one child. No changes have been made to the house title, but the mortgage company refers to her estate and the tax assessor has put her son on the tax account. You desire to help sort out the situation and think the power of attorney will help.

Posted on: June 27, 2019

Long Term Care Decisions Cause Challenges for Families

Very often, a lack of planning and insufficient assets leaves families with few options for their loved one’s final years of care, which is likely to be expensive.

Posted on: June 20, 2019