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Posts Categorized: Financial Planning

The Time to Plan is NOW

When I was in elementary school in the 1960’s, my family’s set of encyclopedias claimed that I could expect to live to the ripe old age of 70. That seemed… Read More »

January 2, 2024 Estate Planning, Financial Planning, Long-Term Care, Retirement Planning

Protect Your Family from Lawsuits with a Domestic Asset Protection Trust

Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that put one’s property at risk of loss to a creditor…. Read More »

September 22, 2020 Asset Preservation, Estate Litigation, Estate Planning, Financial Planning, Medicaid Planning, Trustees, Trusts & Estates

Retirement Account Basics for 2020

The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic… Read More »

September 11, 2020 Asset Preservation, Estate Planning, Financial Planning, Retirement Planning

Are Smaller Inheritances a New Trend?

As baby boomers age, they are spending more and more of their assets on their children. How will this affect their estate plans?

July 10, 2015 Current Affairs, Estate Planning, Financial Planning

Is Wealth Building Really That Simple?

Wealth building is so simple it can be explained in one sentence — Spend less than you earn and invest the difference wisely.

April 9, 2014 Financial Planning

Just When You Started to Have Some Peace of Mind, The Bill Rolls in

Could you be legally liable for paying for your parents’ care?

February 25, 2014 Asset Preservation, Current Affairs, Elder Care, Estate Planning, Financial Planning, Health, Long-Term Care, Retirement Planning

Handling The Assets Of Your Elderly Loved One

Millions of Americans are managing money or property for a loved one who is unable to pay bills or make financial decisions. This can be overwhelming. But it’s also a great opportunity to help someone you care about, and protect them from scams and fraud.

November 8, 2013 Asset Preservation, Current Affairs, Elder Care, Financial Planning

Medicare And “Marketplace Plans” – What’s The Deal?

Seniors and disabled individuals enrolled in Medicare Part A–which covers hospitalization and limited nursing home care and is free for most beneficiaries–do not need to buy a marketplace plan, because they are already meeting the insurance requirements.

September 20, 2013 Current Affairs, Elder Care, Estate Planning, Financial Planning

The Gift of College Funding

The Uniform Gifts to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA) are sometimes called the “granddaddies” of college savings accounts. Both allow parents to establish custodial accounts for a minor child, and a grandparent can then make gifts to the account.

July 13, 2013 Current Affairs, Estate Planning, Financial Planning

Dementia and Decision-Making

According to the Alzheimer’s Association, more than 5 million Americans today have Alzheimer’s disease, the most common form of dementia. Thus, it’s likely that you or someone you know has a loved one living with dementia.

July 9, 2013 Current Affairs, Elder Care, Estate Planning, Financial Planning, Health, Retirement Planning


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