Latest Articles

Am I Entitled to a Copy of the Will When My Loved One Dies?

Apr 25, 2016

When a loved one passes away, getting a glimpse at the will is not the first thing on most people's ...

What Documents Can I Throw Away—and When?

Apr 18, 2016

You bought that de-cluttering book everyone was talking about, and now your closets and bookshelves ...

Preventing, Recognizing, And Responding To Financial Abuse Of The Elderly

Mar 28, 2016

Elderly people, especially those in need of regular care, have always been vulnerable to abuse. In t...

2016 Changes To Social Security Claiming Strategies

Mar 22, 2016

Thanks to provisions in the federal budget signed into law late last year, some changes are coming t...

What Are Your Financial Milestone Birthdays?

Mar 14, 2016

What do you think of when you hear the phrase “milestone birthday?” You might remember younger d...

Questions To Ask When Hiring A Caregiver For An Older Person

Feb 26, 2016

Most people, given the choice, would prefer to be cared for in their homes rather than in a nursing ...

Social Security Administration Website – New Helpful Features

Feb 19, 2016

What do you think of when you think of dealing with the Social Security Administration? If the image...

Last Minute Tax Tips and Reminders

Feb 12, 2016

If the mere thought of seeing the phrase “last minute tax tips” makes you break out in a cold sw...

Accounting for Gifts and Loans to Your Children in Your Estate Plan

Jan 25, 2016

We know a family in which the parents, now in their eighties, have always been meticulously fair whe...

The Pros and Cons of Using Incentive Trusts

Jan 18, 2016

Parents and grandparents usually have no higher goal than the well-being of their children and grand...