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What to Include in a Letter of Instruction

A letter of instruction can be a beneficial piece in estate planning. It is an informal document that will give your loved ones important information about personal and financial matters after your death. Letters of instruction are not legally binding and do not...

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 needs of the post...
Planning For The Financial Future Of A Troubled Adult Child

Planning For The Financial Future Of A Troubled Adult Child

Your 3-Step Guide to Creating an Informed Estate Plan Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult children struggling with addiction, marital issues, or irresponsibility with money. The last...

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 National Council...

DON’T LEAVE THE LAST CHAPTER BLANK

Recently, my daughter begged me to read the same book she was reading. I resisted for a while because I thought I didn’t have time and I probably wouldn’t enjoy the book. Then she got her mother to take her to the library and check out the audio CD version of the...