Financial conversations need to happen when you have recently gotten engaged and are planning ahead for your wedding. While the wedding is certainly the big …
Why Newly Married Couples Need to Discuss Their Retirement Plans
Financial conversations need to happen when you have recently gotten engaged and are planning ahead for your wedding. While the wedding is certainly the big …
Which Estate Planning Documents Should I Review Again in the Midst of the Pandemic?
The coronavirus pandemic has caused many people to think differently about their estate plan. Plenty of people have contacted estate planning lawyers to set …
What Does It Mean to Protect A Principal’s Assets Under A Financial Power of Attorney?
As an agent under a financial power of attorney, you have a critical role to play when it comes to inventorying and protecting a principal’s assets. One of t…
Don’t Make This Critical Estate Planning Mistake
You might assume that an estate plan is a set of documents that can generally be applied to the situations of every person and family. In fact, some estate p…
When Should You Start Taking Social Security Benefits?
Most advisors recommend waiting as long as possible to begin collecting Social Security benefits. Suze Orman, a contributor to AARP Magazine, makes a strong …
VA Pension Benefits are Harder to Get
The VA Aid and Attendance Pension Benefit provides eligible veterans with tax-free income. This benefit also extends to surviving spouses of eligible veter…
Managing a Medicaid Crisis
Costs of Long-Term Care In the United States, the median monthly cost of a semi-private room in a nursing home is currently more than $7,400. The cost of a p…
The 10 Biggest Veterans Benefits Planning Mistakes
1. Assuming you don’t qualify for benefits. Millions of veterans and their families are eligible for benefits but do not receive them, simply because they do…
3 Reasons You Should Avoid Probate
Probate court is an esoteric institution to be avoided at all costs. WHY ? Because it is one of the most misunderstood proceedings of the law. Reason 1: Pro…