Debunking Common Estate Planning Myths

Debunking Common Estate Planning Myths

Estate planning must be crucial to your financial and personal well-being, but it often remains shrouded in misconceptions and myths. Planning for your future is vital to protect your assets and designate how you want those assets handled.   In this blog post,...
Medicare Made Simple

Medicare Made Simple

            If you are approaching age 65, you have likely already started receiving information on Medicare and the many products that can supplement what Medicare doesn’t cover or pay. If you are like most people, you are confused about which direction to go...

Is your Estate Plan Up to Date?

     Estate Planning is indeed an on-going process.  It should never be considered a one-and-done event.  As our families and needs evolve and change, the focus of the planning will shift over time. When I ask someone if they’ve got an estate plan in place – the...

BARRIERS TO ESTATE PLANNING

Less than 50% of married couples have established an estate plan. This is an alarming statistic and it suggests that there may be some psychological barriers that prevent people from preparing this vitally important plan for their families. Perhaps the constantly...