Latest Articles

Begin Your Annual Medicare Coverage Review During Open Enrollment Period

Oct 22, 2015

Medicare allows its beneficiaries to change their Medicare coverages and once a year. This year that...

Retirement Tax Breaks Targeted For Elimination

Aug 20, 2015

There are plenty of tricks to maximizing your retirement benefits, and more than a few are considere...

Who Gets Mom’s Ceramic Chickens?

Aug 20, 2015

Unlike money, personal belongings usually cannot be divided equally after their owner passes away. F...

Joint Ownership Of Assets Owner Beware!

May 31, 2015

Joint ownership arises where two or more people own an undivided interest in an asset or property. W...

An Unfunded Living Trust Is an Empty Vessel

May 31, 2015

A Living Trust can prevent your assets from going through probate, minimize or even eliminate estate...

Am I Liable If I Sign A Nursing Home Agreement For Someone Else?

Apr 30, 2015

We are often asked by family members whether they are financially responsible for the nursing home b...

What Is a Power of Attorney?

Apr 30, 2015

A power of attorney allows a person you appoint — your “attorney-in-fact” or agent — to act ...

Can I Make Gifts to My Family?

Apr 30, 2015

If you have it to give, you certainly can, but there may be consequences that you must take into con...

The Ins and Outs of Estate Sales

Mar 27, 2015

We accumulate a lot of stuff over a lifetime and at some point – perhaps due to death, divorce, de...

The 7 Biggest Estate Planning Mistakes

Mar 27, 2015

If you’re like most people, you have the best of intentions with regard to how you want your estat...