One of the best ways to make sure that you have enough money to last you through retirement is to...
Category - Previous Posts
Due Diligence Needed, If Retirement Depends on Inheritance...
I am 60 years old, divorced and have never taken an active interest in my finances. I’ve never...
What is the Best Way to Leave an Inheritance to a Grandchild?
While everyone from brand new parents to great grandparents can benefit from the advice of a...
What is a Life Estate?
What, exactly, is a life estate? Does it have any value?
Aging in Place: Reality or Dream?
As lifespans increase, our elders grow in number, and government elder benefits become more...
Smart Women Protect Themselves with Estate Planning
Since women live approximately 4.9 more years than men, it is critical for both single and married...
Are You Retiring in 2019? Here’s What You Need to Know
After putting in several decades of hard work so you could retire comfortably, it’s finally time to...
Have You Prepared Your Family for Your Death?
Unfortunately, in too many cases, families treat money and the issues surrounding wealth as taboo...
Plan Before a Health Crisis Strikes
We were too young, we would have plenty of time when we are older, when life was slower, right? Or...
Do I Need a Living Trust or a Will? Or Both?
In some states, clients are charged court costs and attorney’s fees, based on the worth of their...
