Blog Articles

How to Maintain Independence As We Age

Gathering with the family for a Fourth of July celebration is a heartwarming time for the family’s oldest members. It’s a day to celebrate our great nation’s independence, but also a time to take a long look at the generations of the family gathered around the table, making you proud and hopeful for the future.

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It’s Your Independence Day !!!

Congratulations! After decades of work, you’re ready to retire and celebrate your own personal Independence Day. Maybe you’re planning to spend more time with the family, visit America’s National Parks, or ramp up your volunteer work … you might even be thinking about starting a business. Whatever your plans for retirement, you get to choose!

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Preparing Young Adults for Independence

America’s independence was not easily won. There was no guarantee the fledgling colonies would win, but they fought long and hard and, as a result, every July 4th we celebrate our nation’s independence. If there is a young adult in your life, you know they’re often fighting in their own way to declare their independence.

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Asset Protection
Asset Protection

How Do I Make Sure My Wife Gets the House?

I am currently married but I purchased a home from my mother before my marriage. I added my younger sister to the deed at the time of purchase, so the house would remain in the family if something happened to me. I have been paying the mortgage and bills myself for three years now. However, now that I’m married to a great woman, who would get the house when I die?

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Asset Protection
Asset Protection

What You Need to Know about Trusts

Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.

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Probate and trust administration after the death of a loved one
Asset Protection

What You Need to Do after a Loved One Dies

When a family member or other loved one dies, the natural response is to feel overwhelmed. However, there are some very practical and legal matters that need to be attended to ‘immediately, if not sooner.’

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Asset Protection
Asset Protection

How Do I Use the Pandemic to Finish My Estate Plan?

The number of global coronavirus cases surpassed 900,000 on Wednesday—with more than 200,000 known infections, and a death toll that has quadrupled over the last week just in the United States. The health implications alone are terrifying enough, not to mention the economic turmoil or the emotional toll of lockdown measures currently affecting three out of four Americans.

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