Many business owners build their businesses hoping that they will continue to generate income for...
Category - Previous Posts
What’s the Best Way to Pass the Family Vacation Home to the Next...
Before gifting a holiday property, an individual or couple (who can gift up to $22.8 million...
What Are Some Advantages of Making Lifetime Gifts?
You probably give to others each year, such as for birthdays and Christmas gifts. Gifting can be...
Are Your Company Benefit Plan Designations Up-to-Date?
Upon passing, your will outlines who gets what, when and how (outright or in trust). Your named...
When is it Time to Take Over Parent’s Finances?
Telling an elderly parent that they need to stop driving and taking away their car keys, is one of...
Single? Female? Here’s What You Need to Know about Retirement...
Women have long been at a disadvantage in retirement. Generally, they earn less than men, interrupt...
Review Life Insurance Trusts in Estate Plans
Life insurance trusts have long been hailed as a smart way to provide financial protection for...
Celebrating National Elder Law Month: Protecting yourself (and...
We’re taught early on that the Fountain of Youth won’t last long. We do what we can to protect...
Why Should I Sign a Prenup?
Questions like ‘Should we get a prenuptial agreement?’ can be downright buzzkills.
How to Start the Process of Moving into Senior Living
When you have a close relative or friend who might benefit from moving into a development for aging...
