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Recent Blog Posts
How the Employee Onboarding Process Can Affect Your Estate Plan
Starting a new job is an exciting new chapter in your life. Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed by the introduction and review of the many different types of employee benefits. Not only are there forms to be filled out, they need to […]
Caregiving in a Crisis
A caregiver tending to a loved one, a care partner, during a crisis is challenging, and the continuing COVID-19 pandemic deems that being prepared is more important than ever before. Caregivers must balance the need for their care partner’s health and balance it with that person’s safety. As the US heads into seasonally extreme weather […]
Life Insurance and Wealth Management
It may be time to reconsider how you plan to pass generational wealth to your heirs since the federal estate tax exemption allowance appears to be in jeopardy of being lowered. Senate Democrats are proposing to lower the current estate tax exemption from $11.7 million to $3.5 million for individuals and $23.4 million to $7 […]
National Home Remodeling Month: Can I Remodel My Own Estate Planning Documents?
Do you know that, according to the National Association of Home Builders, May is National Home Remodeling Month? Many people associate spring with cleaning out the old, brushing off the dirt accumulated from the long winter, and starting projects around the house that have been neglected for far too long. Perhaps, however, your home […]
The Lesson Plan for Your Estate
In honor of Teacher Appreciation Week, the first week of May, we are taking this opportunity to thank you for your time and dedication to teaching the future generation. You provide the foundational knowledge necessary to ensure the success of tomorrow’s leaders. We are here to make sure you have the foundational estate planning documents […]
America Needs Geriatric Care Managers
Because aging is a highly complex, individualized process, the title of a professional geriatric care manager can be misleading. Depending on one’s healthcare needs, a geriatric care manager (GCM) may be appropriate at age 65 or 105 and any age in between. A geriatric care manager is a highly-skilled advocate for older adults and is […]
Plan Before It’s Too Late
Doesn’t that sound like something your mother would say? And how often have you wished that you’d followed mother’s good advice? Nobody really wants to think in advance about accidents or illness. But if no advance planning has been done, and if an elderly parent has broken a hip, say, and is about to be […]
Why Unmarried Partners Should Care about Estate Planning
According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up from 3 percent in 1995.[1] More people such as yourself are entering long-term committed relationships without getting married. Unfortunately, many state and federal laws do not protect unmarried couples as they do […]
The Estate Planning Tool Kit for Unmarried Partners
Unless you plan properly, your partner will not receive any of your money or property when you pass away and will be unable to care for you when you most need it. Instead of your partner, your family members will be in charge of your financial and medical decisions and will receive your money and […]
Poor Financial Choices Could Indicate the Onset of Dementia
Dementia can cause a diminishing brain function, which can lead to the destruction of your financial well-being. If you are age 50 or older, easy access to your financial assets like stocks and bonds, checking and savings accounts, money market accounts, and other assets can lead to loss of these funds if an unauthorized person […]
