Many people still believe that a trust is only for the very wealthy. On the contrary, a trust allows someone, of even modest means, to ensure that his money is distributed as he wishes after his death. The top three benefits of a trust are: MORE CONTROL. A trust can set rules or conditions about […]
Relevar Home Care recently published a very helpful article for caregivers. The article noted that nearly three-quarters of all seniors are diagnosed with at least two chronic diseases, and are seeing an average of different four medical specialists. So, if you are the advocate for an aging parent, you need the be the “quarterback” that […]
As some of you may be aware, the amount of money you can pass at your death has seen a lot of ups and downs in the past few decades. In 2018, the amount was doubled from $5 million to $11.4 million per person ($11.5 million in 2020). The tradeoff is that the amount is […]
By Executive Order on June 1st, law offices can now re-open for business. So, we have returned to our usual business hours. We have made some changes since March 24th, however. We want to keep you safe and make sure you are comfortable when you meet with us. So, we have implemented the following protocols […]
It’s pretty certain that the Coronavirus quarantine has sent all of us to our electronic devices more than ever as we search for reliable information about the virus (or just pass the time playing Candy Crush!). Merrill Lynch recently sent a timely warning about protecting your online financial and personal information during these unusual times. […]
The Marchand Advisory Group of Raymond James recently published a list of important questions that you should ask your parents before there is an emergency. Financial Where are the financial assets? Ask you parents to create a list of their bank, brokerage and retirement account, including online user names and passwords. If they are reluctant […]
