older couple walking through forest

How Can We Prevent Elder Abuse?

Unfortunately, elder financial abuse is a serious problem in the United States. According to The True Link Report on Elder Finance Abuse 2015, more than $36 billion is stolen each year from elders.

Read More »
Red label with 'mistake' written on it

Simple Mistakes to Avoid in Estate Planning

Preparing an estate plan, is like getting a physical. We know responsible adults have it done but choosing to do it yourself is just not appealing. We may decide with the information available on the internet, we simply can self-diagnose any problems that arise.

Read More »
black pencil on graph paper

Estate Planning, Simplified

While no one likes to think about the end of life, those who do, and those who spend just a small amount of time preparing properly, can help ensure their families continue to embrace and share all of the tremendous memories they created together.

Read More »
jar of coins on table

Can a Trust Protect My Children’s Inheritance?

We have approximately $1.5 million in cash and investments, mostly in Certificates of Deposit (CDs). Our mortgage is paid and we have no debt. We have three adult children. Should we put out assets into a trust to better protect them for the future?

Read More »

Categories
Recent Posts