Home Sweet Home, There's No Place Like It
Anything your clients can do to continue performing as many of the “activities of daily living” in their own homes will be money well-spent toward maintaining their independence. read more
View ArticleHave "The Talk" This Holiday Season
With Thanksgiving and the winter holidays coming up, there are at least two prime opportunities to get families all under one roof and talking. Estate planning should be part of that conversation.read...
View ArticleReduce the Stress of Conducting an Estate Sale
Selecting a reputable estate sales professional is important. These are your clients' possessions, and many of them are valuable.read more
View ArticleLong Term Care Costs Rising, Are Your Clients Prepared?
With more people expected to need long-term care and nursing homes starting to crowd over, we need to approach these subjects differently.read more
View ArticleDon't Play Games with Your IRA Beneficiary Designation
Naming a beneficiary for his traditional IRA or employer-sponsored retirement plan may be one of the most important financial decisions of your client's life.read more
View ArticleSimple or Complex? When it Comes to Planning, Just Do It!
Regardless of how easy or difficult you think estate planning may be, it's important to review your wishes and have the proper documents prepared to ensure they are followed at your death.read more
View ArticleSimple Will Creates Complex Problems for Family Business
Many business owners want to keep things "simple"and try to fit their often-complex life and growing business into a basic word-processed Will. Often they're working under the false assumption that...
View ArticleDocuments for Alzheimer's Patients That Need to be Done Now
It's critical to put these documents in place while a person with dementia is still mentally able to make sound decisions. It's critical to put these documents in place while a person with dementia is...
View ArticleSome Common Estate Planning Mistakes
Idaho Estate Planning Many estate plans in America today fail to properly address the goals of those who created them.read more
View ArticleFinancial Elder Abuse in America Escalates
Grappling with growing financial exploitation of the elderly, state officials are pressing for laws that require financial advisers to report suspected elder fraud to authorities.read more
View ArticleMust Have Planning Documents for Parents of Millenials
Millennials are not discussing end-of-life care with their parents.read more
View ArticleAdvice For Clients Suffering From Daughter Syndrome
Female clients may find themselves caught in the “daughter syndrome,” which can become a trap if they don't recognize it and prepare accordingly.read more
View Article5 Important Things to Know About Living Trusts
A quick rundown of some of the basics of this useful tool.read more
View ArticlePotential Hazards of Joint Ownership & Beneficiary Designations
Knowing the potential hazards beforehand can help to avoid them.read more
View ArticlePlates of Armor Protecting Your Client's Family
Without a plan, a challenging time for your client's loved ones will become even more complicated and difficult.read more
View ArticleWhat's the Difference Between a Will & A Revocable Living Trust?
A will is only effective when you die; a trust takes effect as soon as you create it.read more
View ArticlePlanning For A Child with Special Needs
Experts estimate that raising a child to age 18 costs roughly $250,000; for children with disabilities and special needs, costs could be as much as 10 times more.read more
View ArticleA Master Directory Benefits Your Clients and Their Families
A lot of the work of sifting through documents and files would be unnecessary if everyone would create a very basic master "directory."read more
View ArticleSocial Security Benefits 101
For many Americans, Social Security benefits are the basis of their retirement incomes; maximizing those benefits is critical.read more
View ArticlePension, Pension, Who's Got My Client's Pension?
Here's how to track down your client's benefits.read more
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