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Buyer Beware: How to Avoid Estate Planning Scams

Imagine spending thousands of dollars on an estate plan to protect loved ones, only to find that no true protection exists. Unfortunately, this scenario happens on a regular basis to individuals who are victims of estate planning schemes. According to a report...

Deeper Dive into Advance Health Care Directives

When it comes to your health care, especially during these uncertain times, you need to ensure that two estate planning documents are up to date. The first is your health care power of attorney. This document allows you to name a person to make medical decisions on...

The Danger of Adding Kids to Bank Accounts

I want to leave my bank accounts to my children when I’m gone. Can’t I just make the children joint owners? I hear this all the time. That idea sounds better than it is. Yes, your kids would avoid court proceedings when you pass. But you might put yourself at risk at...

Family Caregiving During the Coronavirus

There are new challenges for families who are most vulnerable to the coronavirus yet still require caregiving. Family caregivers who helped their family directly now find themselves learning how to be long-distance providers during this pandemic. The new reality is...

Preparedness Planning Checklist

Turbulent times can leave us feeling as though we are spinning out of control. Unsure of how to proceed, we can be consumed by our anxiety. Below is a checklist for you to complete to help you prepare for, and thrive in, these unprecedented times. No matter what,...

Long-Term Care Insurance 2.0: The Hybrid Policy

Long-Term Care Insurance 2.0: The Hybrid Policy You have probably heard about the astronomical costs of long-term care such as nursing-home care if you become seriously ill or injured. It’s a common concern in my office – how will we pay for our care if we need...