Guest Blog- Veterans’ Benefits Overview

Veterans’ Benefits – Using Benefits, Managing Money: Financial Planning Information for Senior Veterans  From deciding where to live to accessing healthcare, senior veterans have benefits and obstacles that many of the rest of us don’t. The trick is knowing how to navigate the good and the bad. Senior veterans have problems and advantages that are…

Continue reading…

Finding Direction When Facing a Terminal Diagnosis

When you or someone you love is told time is limited, your entire world can turn upside-down. Dealing with practicalities can serve as a recognizable path, giving you grounding during a time when everything feels out of control. Here are some basic arrangements to consider that can help you find direction when facing a terminal…

Continue reading…

4 Estate Planning Myths That Refuse To Die

By Ron Carson, Forbes, May 5, 2019 Link to Original Article Estate planning remains one of the most misunderstood areas of planning. Over the years, I’ve met with people who “only needed a financial plan, not an estate plan” or “didn’t need a financial plan, just some help with estate planning.” I’ve also met with…

Continue reading…

Should I Do My Estate Planning Online???

Today’s technology allows us to access a gamut of information from the comfort of our homes or by simply pressing a quick button from our smartphones.  We can even do our shopping by simply asking our “virtual assistants”, like Amazon’s Alexa or Google Play, to place an order.  However, this quick and easy access to…

Continue reading…

3 Steps to Prepare your Children for an Inheritance

How do you prepare your children to receive their inheritance? Your children receive their inheritance according to the directions you provide in your trust document.  What if your children are not fiscally prepared to manage their inheritance?  Talking to your children about your plan to include them in your in regard to their inheritance is…

Continue reading…