Social Security Survivor’s Benefits

We work with our clients after the death of their loved ones and get many questions regarding social security and whether any of the survivors are entitled to continuing benefits. When loved ones pass away, there are lots of considerations, including what happens to...

Holiday Wishes: Thankful

Happy Thanksgiving! I try to reflect on the many blessings I receive daily, but at this time of the year, I especially want to take the opportunity to reflect on the past year, the people and things I am thankful for, and to express my thanks for the many blessings I...

Estate Planning for Older Adults

Estate Planning needs change as we enter the different seasons of life. As we age, our estate plans should change and the estate planning needs of older adults should incorporate planning for incapacity. Some of the changes you might consider in your estate plan...

Estate Planning for an Empty Nester

Congratulations! You are an empty nester and it’s time to update your estate plan. At this point in your life, you no longer have minor children or don’t have children, you may have acquired significant assets, and you may be considering retirement. When reviewing...
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