Before the year ends
Retirement dreams like financial freedom, travel, and quality time with...
19 December, 2023
Is It Wise to Gift Assets to Your Children in Advance?
Planning for the future is important, and many parents consider...
04 December, 2023
A Gift from the Government for a Dutiful Child?
For many parents, Their greatest wish is to pass down the family home to their children. But...
03 November, 2023
Signing Without Understanding Can Be Dangerous
Rushing to sign can lead to serious consequences, including...
04 October, 2023
Inheritance That Could Jeopardize Government Benefits?
For families with children who have developmental disabilities, physical impairments, or mental illness, it's inevitable to worry about how best to plan their estate for the benefit of the child....
05 September, 2023
Dementia: A Thief of Wealth and Human Dignity
Many say it's utterly heartbreaking when children must care for parents who can no longer recognize them. As people age, one of the biggest fears they carry is the possibility of developing dementia and becoming a burden to their families....
01 August, 2023
As If You’ll Live Forever
Many people tend to postpone what needs to be done, or avoid uncomfortable decisions, only to act when a crisis finally forces them to....
03 July, 2023
Long-Term Care Medicaid Planning
According to statistics, 10,000 people in the U.S. turn 65 every day, and by the year 2040, there will be approximately 80 million people aged 65 or older....
01 June, 2023
Is Joint Ownership Really Enough?
Many people mistakenly believe that having assets in joint ownership means their estate planning is complete.....
05 May, 2023
Business Succession Planning
If a business owner suddenly becomes incapacitated or passes away, and wants the business to continue operating, a succession plan becomes urgent...
03 April, 2023