Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps.
There are things you learn from books and things you discover from life.
Holidays can be a convenient time to discuss important estate planning matters with your loved ones. Arm them with need-to-know information.
We’re conditioned to think of 65 as the tipping point into old age. At least we used to. Actuarial tables combined with the attitude that ‘70 is the new 50’ mean that you can and should consider clients’ needs for protection from taxes at three distinct stages of old age.
Mick Jagger is getting candid about the Rolling Stones’ legacy.
You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step?
As the surviving spouse, you’ll have a list of financial tasks to complete.
The cost of nursing homes and adult care grew by 2.4% in July, the biggest increase in any month since 1997. How can you plan ahead?
An estate plan can give you peace of mind that things you value will be distributed according to your wishes when you die.
A good Medicaid attorney has the knowledge and experience to bring more favorable outcomes and to make the process go more smoothly.
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Legal and fiduciary services offered through Robyn Smith Ellis PLC. Investment advice offered through Ellis Financial Group LLC, A Registered Investment Advisor in the Commonwealth of Virginia. Insurance products offered through Ellis Insurance Services LLC.
