The COVID-19 pandemic has increased awareness in the US about the need to have a will and perhaps a living trust more than ever. Still, this knowledge is not translating into estate planning action. No matter your age or asset level, having a will is beneficial. According to a recent survey, nearly 33 percent of […]

You may have put years into developing and protecting your legacy to leave for future generations. But have you considered the impact it will have on family members who are in different stages of life after you are gone? Your loved ones must be ready for the responsibility and use their inheritance to improve their […]

Nearly everyone will need long-term care at some point in their lives, so planning is vital. While we cannot predict the timing or level of care, we can take steps to prepare for an unexpected medical and financial crisis to help reduce the stress on ourselves and our family members. The cost of care continues […]