Staying Home with Your People and Pets

Now especially, it is crucial to be prepared if you or someone in your family gets so sick, they can’t make decisions about health care or finances. Banks, insurance companies, and medical providers will not listen to what another person says about what you need, not...

Estate Planning Goes Virtual

As you have probably heard by now, keeping physical distance between us is crucial to stop this virus. Call or email us to find out how we can help you complete your estate plan without taking a single step outside your safe home. Formerly, most states required that...

Addressing Finances with Your Aging Parents

It is essential that as your parents’ age, you have conversations with them about their finances. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic conditions, and how it relates to the security of their...

Global Shifts in Retirement Planning

In France, proposals to raise the retirement age are met with street protests. Yet around the world, the retirement age is creeping up; in the United States, it is moving up from 65 to 67. In fact, 2019 research shows that many Americans expect that they might never...

The Retirement Planning of Generation X

As Gen Xers enter into their 40s and 50s, it is time for them to become active in the creation and execution of their retirement planning. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and...

Estate Planning with a Blended Family

Couples often bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a blended family. Blended families highlight the need for careful estate planning to make sure the needs of each spouse are met,...