Late-Life Anxiety is Common – and Treatable
December 22, 2016
Learn more about the new law that allows disabled individuals to establish their own special needs trusts: Read More Source: Wealth Counsel
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Critical Retirement Decisions as Boomers Hit Age 70
November 2, 2016
Happy milestone birthday, Baby! 2016 is the year the first baby boomers will reach age 70. It is also the year for some critical decisions that will affect your retirement years. Here are some deadlines you won’t want to miss….
MoreEstate Planning Tips: Choosing the Right Trustee
December 21, 2015
If you’ve taken the time to set up a trust, you’ve made an important step towards protecting your assets and providing for your loved ones. A trust is a highly effective estate planning tool that can help you manage your…
MoreDurable Power of Attorney Only Effective While Alive
December 14, 2015
In the most recent post, I discussed the importance of designating alternate agents on your Durable Power of Attorney. Today, I’d like to go more in depth into this useful document and explore what Durable Power of Attorney may and…
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