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3 Ways to Safeguard Adult Children
In estate planning, we often think about measures to cover the disability…
5 Reasons to Freeze Your Credit
Did you know that you can freeze your credit? Credit freezes are…
Protect Assets, Retain Access with Spousal Lifetime Access Trust
A Spousal Lifetime Access Trust (SLAT) is an estate planning tool that…
Preventing a Will Contest
When you write a will, you have control over how your assets…
When can you delay taking Medicare?
Although you’re eligible for Medicare at 65, there are circumstances in which…
It’s Now Harder for Veterans to Qualify for Long-term Care Benefits
The Department of Veterans Affairs (VA) has put in place new rules…
New Brokerage Account Safeguards Aim to Protect Seniors
As the population ages, elder financial abuse is a mounting problem, and…
The New Tax Law Means It’s Time to Review Your Estate Plan
The tax law signed in 2017 doubled the federal estate tax exemption,…
Protecting Yourself from Social Security Identity Theft
Identity theft is a big problem these days. Security breaches at major…