5 Estate Planning Tips for Business Owners in Non-Traditional Families

Non-traditional families have a unique set of challenges when it comes to estate planning. Since single parents, blended families, unmarried partners, and other non-traditional families do not have many of the automatic protections that the law provides married couples, these families must
Read More

I Have Established a Living Trust, What Now?

After a Living Trust is established as part of someone’s estate plan, the person setting up the Trust (the “Trustor”) usually serves as initial “Trustee”.  A Trustee is in charge of the administration of the Trust and the handling of the Trust
Read More

New Law Change Will Have a Big Impact on Veterans

For decades the U. S. Department of Veterans Affairs has provided a benefit for veterans or their surviving spouses that can be used to pay for home care, assisted living, and for a nursing home costs. Most veterans did not know this
Read More

Estate Planning “Must Do’s” for Recent Empty-Nesters

A shorter grocery list. Silence from the laundry room. Extra money in the checking account at month’s end. All signs you’re an empty nester. The kids—and the monthly vacuuming up of cash—are out of the house. It’s enough to leave you reeling.
Read More