Latest Articles
Planning for Your Incapacity: The Forgotten Part of Your Estate Plan
Nov 21, 2017
Everyone who makes an estate plan has a “why.” To provide for their family. To create a legacy. ...
Read MoreWhat the Proposed Tax Reform Law Could Mean for You and Your Family
Nov 15, 2017
Earlier in November 2017, Republicans in the U.S. House of Representatives unveiled their tax reform...
Read MorePreventing Identity Theft From Your Loved Ones
Nov 08, 2017
With the recent security breach of Equifax, many Americans are thinking seriously about preventing i...
Read MoreConverting Your Life Insurance To A Long-term Care Benefit Account
Oct 26, 2017
You've seen the ads on TV: an older couple who bought life insurance when their family was younger n...
Read MoreMedicare Open Enrollment For 2018: What To Watch For
Oct 18, 2017
It's that time of year again: the Medicare open enrollment period for the upcoming year. Let's take ...
Read MoreNine Apps Seniors Should Know
Sep 27, 2017
Just because the first time you used a phone it had a dial and a curly cord, doesn't mean you don't ...
Read MoreUnder Observation: How Hospitals Cost Seniors
Sep 20, 2017
Every year, tens of thousands of senior citizens believe that they have been admitted to the hospita...
Read MoreNew Social Security Scam Targets Seniors
Sep 06, 2017
Scams directed at senior citizens are nothing new, but technology makes it easier to carry out a pla...
Read MoreSbo Trusts After Hegadorn: What You Should Know
Aug 29, 2017
If you’ve reached this page, you should know that the law has changed again. Learn about the 2019...
Read MorePhilip Seymour Hoffman’s $12 Million Mistake
Aug 17, 2017
Imagine what it would be like to be the beneficiary of a multimillion dollar estate. Now imagine wha...
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