12 08, 2017

The Role of Life Insurance in Estate Planning

2017-08-12T09:24:19-04:00August 12th, 2017|

Many people think of life insurance as nothing more than a means to ensure that dependents are provided for. While that is obviously a key benefit of a good life insurance policy, there are other reasons to consider life insurance [...]

9 08, 2017

Don’t Overlook Liquidity in Estate Planning

2018-02-02T22:10:37-05:00August 9th, 2017|

The purpose of an estate plan is to protect your family, loved ones, business partners and others who will be impacted by your death. Most people think in terms of the big issues, such as ensuring that the family business [...]

8 08, 2017

Estate Planning: Why Me, Why Now, and Is a Will Enough?

2018-02-02T22:10:37-05:00August 8th, 2017|

You have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate planning” sounds like something you should do, but you are not exactly sure why. You may [...]

3 08, 2017

Take These Three Steps When Your Child Turns 18

2018-02-02T22:10:37-05:00August 3rd, 2017|

Up until your child reaches 18, you are absolutely entitled to access your child’s medical records and to make decisions regarding the course of his treatment. And, your child’s financial affairs are your financial affairs. This changes once your child [...]

3 08, 2017

Long-Term Care Scorecard Finds States Have Room for Improvement

2018-02-02T22:10:37-05:00August 3rd, 2017|

A new report finds that states have made incremental improvements in providing long-term care, but need to make more improvements in order to meet the needs of the growing number of people who require long-term care services. According to the 2017 [...]

1 08, 2017

The Perils of Joint Property

2019-06-02T05:56:27-04:00August 1st, 2017|

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property [...]