Articles

What Happens If I Can’t Find All My Loved One’s Assets?

What Happens If I Can’t Find All My...

When a loved one passes away, settling their estate can be a complex process, especially if you're not familiar with... Read More

The Real Death Taxes

The Real Death Taxes

People often ask me about taxes, and I understand their concern. I appreciate they don't want to pay any more... Read More

What You Need To Know About Estate Recovery

What You Need To Know About Estate Recovery

I believe it is important for people to know about the estate recovery program , and how it may affect... Read More

Getting To The Truth About Elder Law

Getting To The Truth About Elder Law

I really feel I need to focus on the truth about what middle-class retirees are facing. If you are a... Read More

How do Beneficiary Designations work with Inheritance Tax?

How do Beneficiary Designations work with Inheritance Tax?

We've outlined a few reasons in previous blog articles this week, about not relying too much on beneficiary designations. Another... Read More

The Role of the Executor

The Role of the Executor

An Executor's task is helping to administer an estate. There is a distinction between someone who passes away without a... Read More

10 Commonly Asked Questions after a Nursing Home Admission

10 Commonly Asked Questions after a Nursing Home...

We often find that when families need to admit a loved one to a nursing home for care, the families... Read More

How Do You Want to be Remembered?

How Do You Want to be Remembered?

Most of us go through life, shaping our own story. We have different experiences and chapters in life. If we... Read More

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