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Estate Planning Documents for a Natural Ending

You know that you can always refuse life-sustaining medical treatment. The tricky part comes when you are no longer able to understand your options or communicate your wishes to the health care professionals.

Posted on: February 4, 2020

Do I Need Long-Term Care and Why?

Long-term care, often called custodial care, is a range of services and support to meet health or personal care needs over an extended period of time. This is non-medical care provided by non-licensed caregivers.

Posted on: February 3, 2020

How Will the New SECURE Act Impact My IRAs and 401(k)?

A new law could affect the IRAs and 401(k)s of millions of Americans in 2020.

Posted on: January 31, 2020

How Do I Incorporate My Business into My Estate Planning?

Running and owning a business is just like raising a child: Both are investments in the future, and both require a lot of time, resources and effort to raise successfully. One can argue that you would treat your business like you'd treat a child; you'd want it to succeed even after you've passed on or retired.

Posted on: January 30, 2020

Facts and Figures for Older Workers and Retirees in 2020

Whether you’re retired or still working, many changes are coming that could affect you—for better and/or worse.

Posted on: January 29, 2020

SECURE Act Means It’s Time for an Estate Plan Review

Congress passed an important retirement-savings law called Setting Every Community Up for Retirement Enhancement, or the SECURE Act of 2019.

Posted on: January 28, 2020

Business Owners Should Start End-Game Planning Now

Running and owning a business is just like raising a child: Both are investments in the future and both require a lot of time, resources and effort to raise successfully.

Posted on: January 27, 2020