Did you include your grandkids in your will? 5 Tips to Avoid Common Problems

As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually [...]

Paying for Long-Term Care

As individuals age, they often begin to think about where they would like to live out their days. Most would like to stay in their homes for as long as possible. However, this often requires home health care and other [...]

Medicare vs. Medicaid

When most people think of long-term care, they imagine nursing homes or assisted living facilities. However, there are several different options available for long-term care. The most common is nursing home care, where an individual moves into a nursing facility [...]

5 Things Every New Mother Needs to Know About Wills

As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For [...]

5 Mistakes Made by Successor Trustees (and How to Prevent Them)

When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so. This individual ideally should be: Someone you trust implicitly. Someone who [...]

Stress Test Your Estate Plan

So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure that the strategy you’ve selected will maximize your peace of [...]

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