Each time we leave for a trip, we run through the same checklist to make sure…
Category: ESTATE PLANNING
Elder Law Insight: High Social Security COLA Anticipated for 2023
For the most part, there is nothing good to say about inflation, and it is a…
Are You Aware of the VA Aid and Attendance Pension?
U.S. military veterans who served for at least 20 years become eligible for a retirement pension.…
Death and Your Digital Footprint
As more and more individuals get comfortable in the digital world, Estate Planning has evolved to…
More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
Paul Newman, famous actor turned entrepreneur, died in 2008. Prior to his death, Newman created Newman’s…
Jim Morrison of the Doors Made Huge Estate Planning Errors
July 3rd was the 51st anniversary of Jim Morrison’s death. He died in Paris back in…
Estate Plan Revisions May Be Necessary
Unless you put your estate plan in place late in your life, revisions will probably be…
3 reasons to use a trust
As you build your estate plan, you may consider using trusts. These are accounts that you…
The Fed’s Damage To The Housing Market May Last Years
With interest rates now hovering around 5%, existing-home sales are down more than 14% from…
6 Tech Trends For Philanthropists
Technology is changing charitable giving, and it can play a powerful role in helping your…