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...

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...