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Latest Blog Posts

Special Needs Planning Issues Following Divorce

Posted on: December 16th, 2015
Divorce can be complicated, frustrating, disappointing, expensive, along with a whole range of other emotions, as anyone who has endured this type of proceeding can attest. As difficult as the issues can be in a divorce proceeding, can you imagine what happens when divorce involves a child with a disability? ...

Financial Smarts Peak at 50, Here's How to Protect Your Older Self

Posted on: December 4th, 2015
4 Tips for Protecting Your Finances From Scams, Shams and Schemes as You Age...

Three Areas of Your Mental Disability Plan That Are Likely Out of Date

Posted on: November 19th, 2015
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is making sure their mental disability plan is up to date....

Leaving Money to Minor Children

Posted on: November 12th, 2015
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good intentions and poor planning often have unintended results....

Planning for Families with children

Posted on: November 5th, 2015
Many young families put off estate planning because they are young and healthy, or because they don't think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none of us expects to die while our family is young, planning for the possibility is prudent and responsible. Also, estate planning does not have to be expensive; a young family can start with the essential legal documents and term life insurance, then update and upgrade as their financial situation improves...

Emergency Contacts for Elders

Posted on: October 19th, 2015
With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ways to head off the abuse before it happens. Enter the 'Emergency Contact Authorization Form,' a document in which clients can list a trusted person who should be contacted if an advisor suspects a client is starting to lose their mental capacity or, worse yet, being financially abused or scammed. ...
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