Blog

Studies show that many Americans’ single greatest fear about retirement is running out of money. Understandable, to say the least.  While this fear can typically …

The VA Aid and Attendance Pension Program provides eligible veterans who need long-term care with tax-free income. This benefit can also be used by surviving …

When you hear the word “legacy,” what comes to mind? Many conjure the thought of money or other assets left to loved ones and institutions …

Maintaining a career while caring for an aging or disabled loved one is undoubtedly difficult, stressful and at times completely overwhelming. Many caregivers feel they …

There are many reasons why a client considers giving an adult child a piece of his or her inheritance now, while alive and able. Perhaps …

Clients often ask us our opinion about Long-term Care Insurance (LTCi).  Naturally, whether LTCi is a good fit for a client is based on the …

Whether you know it or not (and whether you like it or not), you have a digital “estate” comprised of assets (with financial and/or personal …

Many of us have felt helpless watching a loved one struggle in the end-of-life stage.  There can be an incalculable emotional toll on the family …