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
HAPPY NEW YEAR The top five New Year’s Resolutions for 2014 and 2015 were: Lose Weight Get Organized/ Stop Procrastinating Spend Less/ Get out of debt Enjoy Life to the
I Know What You Resolved To Do This Year Read More »
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 »
I know that most folks out there think that now that the estate tax exemption is just over 5 million dollars, they don’t need to worry about doing any planning.
Estate planning not only for the wealthy Read More »
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 »
On the final day of the 2012 NAELA Annual Conference in Seattle in April, Attorney David A. Cechanowicz, JD, MSFS from Albuquerque, New Mexico, delivered an eye-opening presentation entitled “Maximizing
Maximizing Social Security Retirement Benefits for Married Baby Boomers Read More »
In addition to being a viable option to reduce health care costs, Health Savings Accounts (HSAs) can positively affect estate plans because they grow on a tax-deferred basis. This article
Health Savings Accounts 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 »
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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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