The Pandemic’s Lesson on Senior Loneliness
July 6, 2021
For many seniors and near seniors, growing older can be a challenge and not the…
7 Reasons Not to Avoid Estate Planning
June 29, 2021
1.My family and I don’t own much. Can’t we put off planning until we can…
Discussing the Probate Process
June 22, 2021
The legal process for authenticating a deceased person's will, reviewing their assets, paying their outstanding…
Gift Giving and Medicaid
June 15, 2021
If there is a possibility that a loved one might need Medicaid assistance in the…
What is the “For the 99.5% Act”?
June 8, 2021
A new bill, “For the 99.5% Act”, proposed by Senator Bernie Sanders and Representative Jimmy…
Having a Will is Vital
June 1, 2021
According to a caring.com survey, the number of Americans that have written their wills had…
Discussing an Estate Plan with your Aging Parent
May 25, 2021
It’s essential to have conversations with your aging parents about their finances. To broach the…
The Issues with Do-It Yourself Estate Plans
May 18, 2021
We hear this question all the time: “Can’t I just grab a will off the…