Latest Articles

Sbo Trusts After Hegadorn: What You Should Know

Aug 29, 2017

If you’ve reached this page, you should know that the law has changed again. Learn about the 2019...

Philip Seymour Hoffman’s $12 Million Mistake

Aug 17, 2017

Imagine what it would be like to be the beneficiary of a multimillion dollar estate. Now imagine wha...

Five Things You Can Do To Help Prevent Dementia

Aug 08, 2017

If you're one of the rare people who has not known someone afflicted with Alzheimer's or another for...

If the Estate Tax Is Repealed, Do I Still Need a Trust?

Jul 26, 2017

Trusts are often spoken of as a way to eliminate or reduce the tax burden on an estate. Now that the...

Understanding The New Protections For Nursing Home Residents

Jul 12, 2017

When older adults enter nursing homes and long-term care facilities, they shouldn't have to check th...

With No Close Family, Who Will Act as Your Financial or Medical Surrogate?

Jun 26, 2017

Recent numbers suggest why some individuals face a dilemma when naming a financial or medical surrog...

How the New Fiduciary Rule Might Affect Your Retirement Investments

Jun 15, 2017

You would expect that your financial adviser would recommend investments for you that are designed t...

The One Thing Parents of College-Bound Freshmen Forget

Jun 07, 2017

It's June—graduation season! If you have a graduating senior, congratulations! Your spring has pro...

Don’t Let a Stranger Control Your Loved One’s Estate!

May 26, 2017

It sounds unbelievable: mere weeks after your elderly parent passes away, while you're still grievin...

Don’t Keep Your End-of-life Wishes A Secret!

May 15, 2017

It's almost hard to imagine, in a world that tweets every twinge of emotion and uploads images of ev...