If you are a Medicare beneficiary, it is time to review your Medicare prescription drug plan options. The Medicare Part D open enrolment period began November 15, 2006, and ends December 31, 2006. During this period you can sign up for a prescription drug plan if you don’t have one or you can switch to […]

If you have thought about creating an ethical will but didn’t know where or how to begin, this guide can serve as a great starting point. An ethical will is not a legal document — it is a letter to your descendants that enables you to pass along information. You can use it for many […]

Whether your client is a parent with future educational obligations for young ones, or perhaps a loving aunt, uncle, grandparent, or stepparent, now more than ever 529 plans are an attractive tool for the escalating costs of education, as well as for income and estate planning purposes. This is because one of the hidden gems […]