Latest Blog Posts

What if I end up using up my retirement account during my lifetime?

Posted on: June 28th, 2017
What if I end up using up my retirement account during my lifetime?...

Does Your Revocable Living Trust Reduce Your Estate Tax Bill?

Posted on: June 26th, 2017
What if you name both individuals and charities as beneficiaries of your trust after you die? The portion of the trust property passing to the individual beneficiaries will be subject to estate taxes and the portion passing to the charities will be distributed free from estate taxes....

Taking Care of a Valuable Asset (You)

Posted on: June 23rd, 2017
Too often, we let ourselves slip to the bottom of the priority list. But when you start to think of yourself as your most valuable asset and begin to nourish and protect this asset, you will perform at your best and increase your value....

While estate planning is important for everyone, women especially need to understand estate planning and have a plan of their own in place.

Posted on: June 21st, 2017
Because women, on average, live longer than men, there is an increased need to plan for physical and/or mental incapacity that can occur in later years. ...
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