Latest Articles

Financial Resolutions for 2017 You Can Actually Keep

Dec 22, 2016

Lose weight. Be neater. Save more money. Sound familiar? Yes, it's the time of year for New Year's r...

Communicating With Your Loved Ones About Your Estate Plan

Dec 15, 2016

If you've made an estate plan, congratulations! You're ahead of many people who have been meaning to...

The Difference Between First- And Third-Person Special Needs Trusts

Dec 08, 2016

If you have a loved one with special needs, you have probably heard that a special needs trust is a...

Avoiding Sibling Disputes When An Aging Parent Needs Care

Nov 28, 2016

Making the decision that an aging parent needs care is rarely easy. Having siblings to help discuss ...

Five Things You Should Do Now to Lower Your 2016 Tax Bill

Nov 18, 2016

Midnight on New Year's Eve: confetti falls, champagne corks pop, couples kiss. A year evaporates int...

Required Minimum Distributions: Perils and Pitfalls

Oct 28, 2016

Remember that old fable about the ant and the grasshopper, in which the grasshopper spent his summer...

Understanding the Tax Consequences of Inheriting a Roth IRA

Oct 24, 2016

While many people have a Roth IRA as part of their estate plan, comparatively fewer are aware that a...

Do I Need an Estate Planner? A Financial Planner? Or Both?

Oct 07, 2016

You know you've got to plan for your future: college for the kids, retirement, and security for your...

What You Need To Know About Medicare Open Enrollment For 2017

Sep 29, 2016

The open enrollment period for 2017 Medicare coverage begins on October 15, 2016, and continues thro...

How To Vote While In A Nursing Home

Sep 20, 2016

Although voting is the hallmark of a democracy, it isn't easy if you are in a long-term care facilit...