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...

When Should you file for Social Security?

In meeting with clients and discussing Estate Planning and Elder Law issues, the topic of Social Security often arises. When can/should I retire? When can/should I file for social security benefits? I have recently done some research for a client looking into this...