Yearly Archives: 2018

April 10, 2018

Does Your Estate Plan Need a Check-Up?

Review This Checklist to See if You Need to Update Your Estate Plan

More than 120 million Americans do not have proper estate plans in place. An estate plan, properly executed, can protect you as well as your family in the event of sickness, accidents or untimely death. With just a little advance planning, you can help your family avoid wasted dollars and unnecessary hardship. If you do […]

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April 5, 2018

Long Term Care Options

Overview of Care and Placement Options for Seniors

One of the greatest concerns for the elderly we serve and their families is that of long term care. Two-thirds of seniors will need care at some point in their life and many have not planned for this likelihood. It is an emotional and unpleasant topic to broach, but helping those we serve to plan […]

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January 10, 2018

Helping Mom or Dad Stay at Home

Tips for Selecting an In-Home Care Provider

There may come a time when your parent is no longer safe living at home due to physical or emotional/social concerns. Instead of moving Mom or Dad to an assisted living or nursing home, in-home care can provide a solution that makes everyone happy— your parent can stay at home in familiar surroundings and you […]

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January 5, 2018

Is a Living Trust Right for You?

Debunking Some Common Misconceptions

Many clients are curious about the living trust as an estate planning tool.  Often they have heard about it from friends and relatives, but don’t fully understand how it operates or whether it is right for them.  The following article from Estate Planning.com summarizes the many advantages of the living trust over the traditional will, […]

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