Latest Blog Posts

  • What the New Tax Bill Means for You
    Posted on: 19 Mar 2018
    There are several important changes seniors need to be aware of now that could affect not only their tax bill, but other items such as their health care premiums....
  • What Happens to Your Student Loan Debt When You Die?
    Posted on: 13 Mar 2018
    It is imperative that you consider your debt as you work on your financial and estate plans....
  • How to Recognize Nursing Home Abuse or Neglect
    Posted on: 12 Mar 2018
    Nursing home abuse or neglect is defined generally as any action or failure to act that causes unreasonable suffering, misery, or harm to the patient. ...
  • Small Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away
    Posted on: 06 Mar 2018
    Having a plan for your business in the event you are unable to continue managing the company is essential to keep the company going. ...
  • Three Health Care Tips for Tax Time
    Posted on: 05 Mar 2018
    Aside from the individual mandate, other health care expenses can also affect your tax return, including Health Savings Accounts and high-cost medical expenses. ...
  • Who Should I Pick to be Successor Trustee?
    Posted on: 27 Feb 2018
    When you create a living trust, you usually need to choose who to name as your successor trustee. It is crucial that this decision is not taken lightly and that the right person is selected for the job....
  • Advanced Care Directives: Are They Necessary?
    Posted on: 26 Feb 2018
    Every individual should have an advanced care directive to protect themselves if they were no longer able to make decisions for their health care, end of life, living arrangements, and various other personal matters. ...
  • What Do Successor Trustees and Executors Do?
    Posted on: 20 Feb 2018
    Designating the same person as the executor of your estate and your successor trustee will minimize expenses, but naming different people to those positions will not allow one single personal to have unilateral control....
  • Flu Season is Shaping up as One of the Worst in Years
    Posted on: 19 Feb 2018
    Officials say that this flu season is shaping up to be one of the worst in recent years....
  • Are Payable-On-Death Accounts Right For You?
    Posted on: 13 Feb 2018
    A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the court-supervised process that oversees distributing a deceased person’s property. ...
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