It has been a year packed with activity on the presidential and congressional level. We have seen proposed, amended and failed legislation, blocked executive orders, investigations, and charges of collusion […]
What 2017 Has Brought for Seniors, Veterans and Persons with Disabilities Read More »
Many veterans and family members are aware the VA pays for burial expenses. However, often families over estimate how much the VA will pay for burial expenses. This post discusses who
VA Burial and Memorial Benefits Read More »
Many find themselves at a loss regarding taking care of a loved one’s legal and financial matters after death. This article walks through the steps, including locating the loved one’s
Going through a divorce can be a traumatic experience — not to mention a time-consuming and expensive one. So it’s no surprise that separating couples often overlook the impact of
Estate Planning and Divorce Read More »
One of the greatest concerns for the elderly we serve and their families is that of long term care. Two-thirds of seniors will need care at some point in their
An Overview of Long Term Care Options Read More »
T.V. can be a wonderful medium for playing out common family dramas. Downton Abbey has done it in spades. This past season has been a great lesson on succession planning
A health care directive allows one to communicate their preferences, in advance, for medical care in the event they’re incapacitated. Directives go by different names, including living wills, advance medical
Estate Planning Red Flag: Healthcare Directive Read More »
Last year the estate tax exemption amount was increased to $5 million (returns to $1 million in 2013 unless Congress acts sooner). If your net worth is under this threshold,
Estate Planning Isn’t Just About Taxes Read More »
You haven’t reviewed your estate plan since. . . . . ? You need to update your plan if: 1. Your net worth or the value of certain assets substantially
7 Reasons to review your estate plan Read More »
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Although the address is Industrial Blvd, the office is actually on Clinic Drive. Look for the tall red Super Value Pharmacy sign. Whether coming from the North or the South, you will turn off Industrial Blvd. onto Clinic Dr. Our building is located up the hill just past the Super Value Pharmacy. The entrance is at the far end of the building.
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