States Brace for Baby Boomer Retirement Age Challenges

There are demographic and cultural shifts occurring in the United States. The baby boomer generation continues to “gray” the country and is changing the way individual states set budgets and health care policies. More attention will be paid to the...

Published On: Wednesday, July 18, 2018

Upcoming Workshops-Thursday, July 19th at 6pm or Tuesday, July 31st at 6pm

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, July 17, 2018

Learn the New 2018 Updates for Qualified Charitable Distributions

In the past, the rules regarding qualified charitable distributions were vague and unclear. In 2018, the IRS updated its rules pertaining to qualified charitable distributions and estate planning attorneys and wealth advisors are using them to their clients’ advantage. Now...

Published On: Monday, July 16, 2018

The Challenges of Placing a Parent in Long Term Care

Long term care (LTC) is a term that has many facets to its definition. It is comprised of a variety of services that meet medical and non-medical requirements for people who cannot care for themselves for long periods of time....

Published On: Friday, July 13, 2018

Tech Tips for Seniors

There are a multitude of products and apps on the market to make life easier for the booming senior population. A few ideas to consider for your loved one: Lighting: Install LED-style light switches with stick-on functionality for an easy...

Published On: Thursday, July 12, 2018

Help for Seniors Who Fall Victim to Abuse

In October 2017, President Trump signed into law the Elder Abuse Prevention and Prosecution Act. This bill was designed to combat the growing epidemic of the elderly being taken advantage of financially and abused physically. A study conducted by the...

Published On: Wednesday, July 11, 2018

Upcoming Workshops-Wednesday, July 11th at 10am, Thursday, July 19th at 6pm or Tuesday, July 31st at 6pm

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, July 10, 2018

Tips on Independent Living for Seniors

Remaining independent for as long as possible is a valuable goal for many seniors. With the current resources available reaching that goal is easier than ever. Some tips on how to modify homes and take advantage of technology helps today’s...

Published On: Monday, July 09, 2018

Major Overhaul of Veteran Care Passed by Senate

This past week, the U.S. Senate passed legislation to increase available health care to U.S. Veterans. The bill will expand long-term and post-acute care (LT/PAC) options. Known as S2373, the VA Mission Act of 2018, it includes a provision authorizing...

Published On: Friday, July 06, 2018

Do Frequent Flyer Miles Expire When You Do?

When a jet setter passes away with unused frequent flyer miles, what happens to such valuable assets? Are they transferred through probate to heirs or do they simply expire when the owner expires? It depends on the airline policy. Most...

Published On: Thursday, July 05, 2018

Subscribe to our mailing list

* indicates required