8 03, 2017

Life Insurance — It’s Not Just for Dying Anymore

By |March 8th, 2017|Company News|0 Comments

Life insurance plans can offer benefits when you need it most… and I'm talking about while you’re still living.

10 02, 2017

Is it time for the LGBTQ community to get their houses in order?

By |February 10th, 2017|Company News, GLBT General News|0 Comments

The LGBT Community is bracing itself under the new Trump Administration. It’s not a time to panic, but it is time for members of the community to get their houses in order.

10 02, 2017

Medicare and Long-Term Care Reality Check

By |February 10th, 2017|Company News, Medicare|0 Comments

An "observation loophole" trending among hospitals can lead to sticker shock and unexpected, high out-of-pocket costs for seniors on Medicare entering nursing care.

13 01, 2017

Turning 65 — Medicare Must-Knows

By |January 13th, 2017|Medicare|0 Comments

Medicare is great insurance, it just has a few holes and gaps.

22 11, 2016

Changing Your Irrevocable Medicaid/VA Pension Benefit Planning Documents

By |November 22nd, 2016|Company News, General Information, Legal Info, Questions & Answers|0 Comments

So how do we make changes to an irrevocable plan? It’s a little complicated, but it is doable.

2 11, 2016

Sometimes going cheap is really expensive.

By |November 2nd, 2016|GLBT General News, Legal Info|0 Comments

There is an unfortunate article circulating online about a man named Tom Doyle who lost his partner Bill Cornwell who is being forced out of his home by the family.

26 10, 2016

Estate Planning Dos and Don’ts When You Buy a New Home

By |October 26th, 2016|Company News|0 Comments

Whenever I meet with new clients, we have an Estate Strategy Session to really dig into their goals and wishes. After we get a good list of priorities, I’ll go through “The Big Four” questions that all of my estate planning clients need to answer to get their plan moving in the right direction. The [...]

19 10, 2016

Estate Planning and Your Small Business

By |October 19th, 2016|Company News|0 Comments

“I don’t know what else I can tell you,” I, unfortunately, had to say. “So you’re saying I’m just plain out of luck,” Ted said, his anger only marginally suppressed. “This is a damn nightmare! What am I supposed to do now? I don’t have half a million dollars just lying around!” Ted was in [...]

12 10, 2016

Estate Planning and Terminal Illness

By |October 12th, 2016|Company News|0 Comments

“There’s always something that gets left out when you have to rush,” I thought as I poured over all of the papers on the conference room table. Tax returns, account statements, deeds. It wasn’t anything on our end, but Eric could only get so much organized for his brother Mike in such a short period [...]

5 10, 2016

Join us!

By |October 5th, 2016|Company News|0 Comments

Potential creditors, divorcing spouses, or a problem-in-law: How certain are you that your estate will eventually make it to your grandkids? Find out at my upcoming seminar.