As more baby boomers are heading into retirement on a daily basis, common questions emerge regarding estate planning. One of the most common concerns for various baby boomers approaching retirement is how to deal with their homes. This is frequently the most valuable asset for people and is fraught with complicated questions that must be […]

Doing all of the necessary work to put your things in order and to ensure that you have carefully considered all of the different tools and strategies that can be used to accomplish your estate planning goals is only a piece of the puzzle. It is equally important to consider the many different tools and […]

In this episode we examine healthcare documents and a solution for getting them to healthcare providers when they are needed most.

Retirement vehicles can be especially problematic for entrepreneurs who do not have the guidance of an employer or an employer’s selected plan to assist them in the process of finding the right retirement vehicle. Although defined benefit plans were once a critical element of the retirement landscape in the United States, these have fallen out […]

Whether you’re just entering your working years or looking towards retirement, how you save can impact your life after you’re doing working in a big way. Planning ahead can help you achieve targets that give you peace of mind later in life, even if that period is not that far away. New research shows there […]

When it comes to estate planning, it’s hard to know what documents you need versus those that are not necessary for your individual situation. The only way to know for sure is to schedule a meeting with an estate planning lawyer directly. That way you can share your interests and desires and the lawyer can […]

There are many different legal documents that may become an important component of your estate plan. In the event that you become incapacitated, your investments must still be managed, your bills must still be made and other financial issues must be dealt with. A durable power of attorney is a document that helps to ensure […]

In this episode I discuss some recent articles about Medicaid planning that were contained in the Clarion Ledger and New York Times. I explain exactly what Medicaid planning is and why it is crucially important to consider.  I also discuss the importance of healthcare documents for children and grandchildren who may be off at college.

Most people know about the potential impact of costs tied to long-term care, but they haven’t taken time to protect themselves. Long-term care costs could become overwhelming as a result of longevity. The number of individuals turning age 65 and older is set to double by 2060, by the time that today’s Millennials start to turn 65. […]

Baby Boomers make up a significant portion of the population today, and as many of them are confronting retirement and realizing they do not have appropriate support behind them, this is redefining what it means to retire. There are approximately 76 million Baby Boomers coping with the impacts of the financial crisis as they prepare […]