This New Year: Plan to Protect Your Future

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As the New Year begins, many people resolve to do some things they know they should do, but have put off. In various years past I have vowed to lose weight, get organized, save more, spend more time with my family, eat healthier foods, and get more exercise. In truth, these are pretty much continuing […]

The Dangers of Transferring Your Home to Your Child

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It is common for parents to consider deeding their home to their child or children. The reasons for contemplating a home ownership transfer vary, but typically include the parents thinking that this will allow their estates to avoid probate, inheritance taxes, or to help them qualify for benefits for long-term care. Although it may appear […]

Planning for Getting Older

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It’s 2017. Another year has disappeared into history. If you are like me, the older you get, the more quickly each year seems to pass. January is the month when people make resolutions for the New Year. If you are over age 60, and especially if you have reached age 70 (like me), consider this […]

When is Trust Planning Appropriate?

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Clients who are nearing retirement age are bombarded with information about asset protection planning from many sources. Their insurance salesman says one thing. A neighbor warns about the cost of nursing home care and tells a horror story about a family member who lost everything. Friends at the beauty salon share what they’ve done to […]