Did you know that going through probate can be a costly and timely process. Are you not concerned because you do not believe your estate will be subject to probate? Let us take a look at three mistakes we see when people think they can avoid probate. 1. Far too many people operate under the… Read more »
Category: Blog
7 Tips for Helping Seniors Avoid Isolation During COVID-19 and Beyond
Have you been wondering how best to help your aging parent or other senior loved ones avoid isolation during the Coronavirus pandemic? While it can be tough to be limited in your ability to visit in person, there may be many ways to maintain connection to your loved ones and encourage them to remain connected… Read more »
Creating an Estate Plan that Includes Digital Assets in the New Year
Do you find it unbelievable that 2021 has finally arrived? As we continue to live in the heart of a digital era, people may be realizing the far reaching implications this can have on their lives and plans, estate planning included. Have you created an estate plan, which includes your digital assets? Let us go… Read more »
Make Your Dream Come True Day
Did you know that the 13th of January is Make Your Dream Come True Day? Celebrated the same day annually, this day is meant to provide people with an explicit opportunity to realize dreams and goals. In honor of Make Your Dream Come True Day, let us reflect on our vision for the future and… Read more »
5 Tips for Talking to Your Loved Ones About Long-Term Care Planning Over the Holidays
The holiday season is often a time for families to celebrate the season. Since it may also be the only time of the year that many families are able to gather all together, however, have you considered that it can also be a good opportunity to discuss long term care planning for older or disabled… Read more »
Helping Loved Ones With Alzheimer’s Preserve Their Memories
When someone receives a diagnosis of Alzheimer’s Disease, they may fear that the memories they have built over a lifetime will fade without a way to pass them on to the next generation. If someone you love has Alzheimer’s, helping him or her to preserve his or her memories to be shared with his… Read more »
Join the Constitution Day Celebration
Did you know that September 17 marks Constitution Day? Established to acknowledge and honor the signing of the U.S. Constitution on September 17, 1787, it is a day to really reflect on the importance of the rights afforded to U.S. citizens by this critical, historical document. The power of the preamble to the U.S.… Read more »
Regain a Sense of Control in the Time of COVID-19 with The Anxiety Workbook
These are unprecedented times we live in. In the midst of the COVID-19 pandemic, many people are struggling personally, professionally, and financially. Have you considered the weight of the stress and anxiety you may be carrying right now? It is normal to be grappling with a wide variety of strong emotions at this time.… Read more »
National Senior Citizen Day
Did you know that August 21st is National Senior Citizen Day? Established by President Ronald Reagan in 1988, it is a day to recognize the important role Older Americans play in our lives and our community. National Senior Citizen Day may be the perfect opportunity to recognize the contributions of U.S. seniors, as well… Read more »
Understanding Domestic Asset Protection Trusts
One of the things that makes estate planning so rewarding is the opportunity to teach clients about all of the options for addressing immediate and future concerns. Take the creation of trusts as an example, many clients may have some general knowledge about trusts and how they work. Do they know, however, that there are… Read more »