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...

February 1, 2017

It’s a new year and we all know that we can feel both internal and external pressure to follow some new year’s resolutions.  Well, this year, resolve to stay healthy and feel your best regardless of your age!  Staying healthy and feeling your best is certain of importa...

November 21, 2016

"I'm visiting my parents at Thanksgiving", a current client told me the other day.  "Both of them are 69 years old and recently retired.  The problem is that they are very private about their personal affairs, and they have told me nothing at all about their finances,...

August 10, 2016

Locating a good lawyer who can efficiently help you with a particular legal problem can be difficult for some.  People in need of legal advice often find themselves unsure about how to even begin this process.  Don’t expect that you can simply open up a phone book or q...

April 6, 2016

In our business we are often involved in assisting our clients as they plan for their retirement.   We sit with them to discuss planning options and a sudden realization hits.  Perhaps it should no longer be such a surprise, but it is still hard to believe how little t...

January 4, 2016

I know you probably feel like the past year flew by! Well, it's 2016 now, and you are a year older and maybe even a bit wiser too.  Time to put that wisdom to work right away.


As you settle in to the accomplishment of your new year's resolutions, why don’t you add one...

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