September 26, 2019

The seasons of life change for everyone and ultimately at some point in time you will begin pondering whether it is time to downsize.  Most seniors know that the day will come when they’ll have to downsize, either as a way to simplify their lifestyle, a method to reduc...

March 20, 2019

There may be nothing you’d rather think of than the Probate process.  However, death is inevitable for all of us, and immediately following the passing of our loved ones, some needs to handle things.  While we hopefully have some wonderful memories of our loved ones wh...

January 2, 2019

Well, it’s here!  The new year is upon us.  Yes, it is now 2019 and if you are like most Americans you are thinking about your resolutions for the new year.  I’d like to take this moment to make a timely suggestion.  You need an estate plan!  Why not plan to get that d...

February 7, 2018

In a recent study conducted by UCLA's Fielding School of Public Health, it was estimated that the number of Americans with Alzheimer's disease will more than double by the year 2060.  The study indicated that about 5.7 million Americans will have at least mild cognitiv...

April 5, 2017

Life insurance can be a very important part of your estate plan, and it is extremely important that you understand how your beneficiary designations will work with your overall estate planning.   Reviewing these documents at least once a year is something that we all s...