Estate Planning

May 8, 2020

How Your Living Situation Affects Your Estate Plans

Where do you call home? It may be at your home independently, at a senior care facility, or with an adult child. Based on where you […]
February 14, 2020

Seven Steps for Creating an Estate Plan

Creating an estate plan is an important step to make sure that your affairs are in order. Unfortunately, many people put off this responsibility because it […]
October 11, 2019

A Great Time to Get Your Affairs in Order

National Estate Planning Awareness Week runs from October 21–27, 2019, and it offers a reminder for people who haven’t yet prepared their estate planning. Estate planning […]
August 9, 2019

8 Reasons to Choose a Living Trust

From probate law to reducing estate taxes, learn why choosing to make a living trust will benefit both you and your loved ones now and in the future.
April 5, 2019

How Social Security Online Tools Can Help You

What online services are available at the Social Security Administration? The answer is “plenty.” Online tools make it easier than ever to do business with the […]
November 16, 2018

Do You Know These Elder Law Terms?

When elder law issues come into your life, you may find yourself unfamiliar with legal terms that relate to estate planning and the complexities of carrying […]
March 9, 2018
tax filing

Senior Citizen Tax Filing Resources for 2017

Tax season is once again upon us. While filing taxes is never an enjoyable chore, we’ve pulled together a few online resources to help. Keep in […]
February 9, 2018
social security changes 2018

Social Security Changes for 2018

Many Americans rely on their Social Security benefits to survive after retirement. Therefore, it’s critical to stay up-to-date on the yearly changes and understand how they’ll […]
January 12, 2018

Don’t Make This Retirement Mistake

Don’t make the big mistake of retiring without an estate plan. Based on data from the Pew Research Center, 10,000 baby boomers are retiring every day. […]