Dividing Heirlooms Among Family Members

Dividing Heirlooms Among Family Members

When it comes to distributing your assets, investment accounts are easily divided. However, tangible assets, especially those with sentimental value, can become emotional lightning rods for families. Boomers are today confronting their own mortality, and that includes...
Is It Time To Consider Assisted Living?

Is It Time To Consider Assisted Living?

If you’re edging toward those carefree golden years, chances are you’ve come across the term “independent living.” Essentially, this means staying on your own, minus the headaches of maintaining a home. Here are some tips on when to know if you are ready...
7 Ways To Maximize Your VA Benefits

7 Ways To Maximize Your VA Benefits

The Veteran’s Administration (VA)  has many benefits for aging veterans and their spouses. Many of these benefits entitle Veterans to long-term care benefits. We want you to be aware of what your entitlements are and how you can best access these benefits.   You must...
Should I Fund a Trust with Life Insurance?

Should I Fund a Trust with Life Insurance?

Estate planning is all about ensuring that your wishes are met both in life and after your death.  An estate plan has other vital goals such as ease of administration, tax minimization, and achieving harmony among family members.  Estate plans will include lifetime...
Should I Fund a Trust with Life Insurance?

Do I Have To Pay Taxes During Retirement?

Estate planning is all about ensuring that your wishes are met both in life and after your death.  An estate plan has other vital goals such as ease of administration, tax minimization, and achieving harmony among family members.  Estate plans will include lifetime...