BLOGS

START OFF YOUR NEW YEAR WITH A PLAN

2019 is behind us and many are looking forward to a brighter, happier, healthier 2020.  There is so much happening in the world right now that we can’t control -- the government shutdown, Brexit, stock market fluctuations, to name just a few.  What can we each do in our own lives to ensure our own family is protected if an unexpected crisis happens in 2020 or future years? We ca...
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WHAT CAUSES ARE IMPORTANT TO YOU?

There are so many good causes out there, and so many charitable organizations to serve them. What is important to you?  Perhaps it is research to find a cure for Alzheimer’s Disease, cancer or some other disease that claimed the life of a loved one. Or, maybe you want to save abused animals or the rainforests, help underprivileged children, or aid the victims of domestic viol...
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HELPING OUR PARENTS

If you have aging parents, or even grandparents, you may be seeing that they need you to help and guide them, much as they did for you as child, to help them understand and make important health and financial decisions. They may not think they need your help and be very resistant to any assistance or advice you are offering, but that doesn’t mean you shouldn’t keep...
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A LOVED ONE HAS DIED – WHAT MUST BE DONE?

When your family suffers the loss of a loved one, emotions run high and it seems that everyone, or no one, knows what needs to be done with that person’s assets. Did they have a Will? Did they have a Revocable Living Trust? Was their home or their checking account titled jointly with someone? Did they have life insurance or IRA accounts? What should the named Executor or Trustee do no...
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