Eleanor Roosevelt Quote – Food For Thought

“Yesterday is history, tomorrow is a mystery, and today is a gift; that’s why they call it the present” I […]

Read More

What is a Trust Protector?

A Trust Protector is neither a trustee of the trust nor a beneficiary of the trust. Generally, the Trust Protector […]

Read More

Do Your Homework When Working With A Financial Advisor

The Financial Industry Regulatory Authority Inc., (FINRA) the brokerage industry’s largest regulator, has issued a warning against financial advisors using […]

Read More

Steep Decline In Estates Owing Estate Taxes

Over the last decade there has been a steep decline in estates owing estate taxes to the federal government. Only […]

Read More

What To Do With Virtual Assets In Your Estate Planning?

Digital assets can range from items of financial value like online bank and brokerage accounts to domain names, Twitter accounts […]

Read More

Irish Proverb

I found a quote in the paper today and I think I will keep it on my desk in the […]

Read More

Medicaid Long-Term Care

If the current health care trend continues, more than 35% of the state’s budget will be needed for Medicaid by […]

Read More

Are Limited Duration Long Term Care Insurance Policies a Viable Option?

So what if you think you don’t have the funds to purchase a long term care insurance policy? Perhaps you […]

Read More

Receiving SSA Benefits While Living Abroad (Part 2 of 2)

What was true for obtaining Medicare coverage overseas is not true for receiving one’s Social Security benefits. People who decide […]

Read More

Will Medicare Cover Health Care Costs While One is Traveling Overseas? (Part 1 of 2)

While many of us look forward to roaming the world once we have retired, we need to be prepared.  Traditional […]

Read More

What our clients are saying

Our affiliations

Click Here to See All Our News and Updates. Learn more