2019 was like few others. A confluence of factors, created a planning opportunity to implement strategies that could pay off for years, even decades, to come. This may once again be the time to take action as market conditions and policy changes could be around the corner. Let us discuss several aspects of current events that...

Parents and grandparents can go to great lengths to provide for their loved ones, even after they are gone. Estate strategies for leaving behind lifetime benefits can provide life-changing opportunities. Estate planning, however, is not just about maximizing inheritances.  It can also involve making arrangements for certain family matters, such as protecting a loved one who...

College may be more expensive than ever, and sending your kids to school to earn a career-rewarding degree may feel practically required to compete in today’s economy. Many parents and grandparents struggle to meet the financial burdens involved, and students can often feel forced to take on crushing debts. Even affluent families struggle to keep up....

Have you considered that few things may be as rewarding as helping others? Millions of people give to worthy causes every year and the government provides tax benefits as an incentive. This dynamic, however, also applies to estate giving, and trusts offer certain advantages. A charity can be the beneficiary of a revocable trust or irrevocable...

What happens when seniors become seriously ill or injured and can no longer care of themselves? What if advanced age inhibits a senior adult’s ability to keep up with necessary medications, regular hygiene, or basic finances? Many people think that a family member could step in and take over their affairs, if that is an option....

Did you know that an incomplete estate plan can not only harm your future, but it can also negatively impact your children? Estate planning involves legally binding arrangements regarding health care and financial considerations during a person’s lifetime, as well as the transfer of authority and wealth when a person becomes incapacitated or dies. An effective...

Hopefully, you have an estate plan that is up-to-date. Do you realize how important it can be to have an estate plan in place? The recent spread of COVID-19 is a stark reminder about how unpredictable life can be and how the tragedy of serious illness can strike seemingly out of nowhere. Let us take these...

Did you know that you are never too old or too young to begin estate planning? In many cases, the process leads to a greater awareness of what is truly important and how to protect it. Family and finances are the most common estate considerations, but another critical aspect is health care. Too often, younger adults...

Alzheimer’s Disease is a well-known problem in the United States, but many people fail to appreciate how devastating the disease truly is. Did you know that Alzheimer’s is the sixth leading cause of death in the U.S. and that seniors live on average just four to eight years after a positive diagnosis? Or that Alzheimer’s is...

Do you remember when you were a little kid and your mom told you to put your favorite toy in a safe place? Then, you put it somewhere so safe that you could not find it? Believe it or not, the same thing can happen with your valuables now as an adult. When it comes to...