Why Patriot’s Day is a Reminder to Plan

“On this day… 19 years ago 246 people went to sleep in preparation for their morning flights. 2,606 people went to sleep in preparation for work in the morning tomorrow. 343 firefighters went to sleep in preparation for their morning shift. 60 police officers went to sleep in preparation for morning patrol. 8 paramedics went

Guest Post: Maintaining Your Estate, A Simple Guide to Storing Art, Antiques and Collectibles

Guest post: Storing art, antiques and collectibles can be stressful, since these items are very delicate. This guide can help you plan properly. If you are a passionate collector, then your antiques do not only hold material value, but they also have sentimental value and they are part of you (and your estate). Therefore, if

COVID-19 Estate Planning: A Journey, Not a Destination

Estate Planning is a Journey, Not a Destination, Especially During COVID-19 A lot of people are contacting me because they are scared of COVID-19 and want to be prepared just in case. They come because they know they should act responsibly, but the problem that has kept them from making an appointment before continues to

Coronavirus (COVID-19) and Estate Planning 2020

In the last few years various polls have proven that at least half of our population does not have any kind of estate planning in place. Reasons range from being misinformed to just not wanting to deal with thoughts about death. Totally reasonable. Except, and forgive my bluntness, people die every day even when the

Guest Post: Relocating Your Elderly Loved One

Providing care to our parents as they age and then in the final stages of their lives looks a lot different than it did in the past. That’s because shared living (when two or more adults who are not romantically involved live together) is on the upswing. “Adults who live in someone else’s household typically

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Guest Post: Financial Mistakes to Help Seniors Avoid After the Death of their Spouse

Seniors who have lost their spouses are going through the process of grieving, but life around them continues to move forward. As nice as it would be for them to focus on adjusting to life without their spouse by their side, there are various financial matters they must face. During such an emotionally charged time,

Breast Cancer & Legacy Planning

It’s Breast Cancer Awareness Month and thankfully we have made a lot of solid progress towards saving the lives. In general, the prognosis for most women diagnosed with Breast Cancer has improved greatly. Let’s pause and celebrate that, keeping in mind that no one should rest on progress — THE FIGHT CONTINUES. Anyone over the

National Estate Planning Awareness Week 2020

You may have heard me say more than once that an estimated 56 percent of Americans do not have an estate plan in place, making estate planning “a critically overlooked component of financial wellness.” In hopes of raising awareness, Estate Planning Awareness Week was created to educate the public about the importance of estate planning

The Opioid Epidemic: Using Targeted Trusts

The Opiod Epidemic is back in the news, and is still far reaching in our communities across the country as ever. Every day, more than 115 people in the United States die after overdosing on opioids according to the National Institute on Drug Abuse. In 2016, more Americans died due to opioid overdoses than car