It can be hard to move through your daily life after someone you love dies. It may be even harder...
Category - Previous Posts
Still Procrastinating about Your Estate Plan?
Without an estate plan in place, clients will be reliant on state laws and probate courts to...
Working and Collecting Social Security Benefits
For most Americans, Social Security plays an important role in maintaining retirement security. The...
Elder Financial Abuse Risk Increasing for Seniors Isolated by Pandemic
Each year, senior citizens lose billions of dollars to financial fraud, with the loss to individual...
Is a Life Insurance Policy Beneficiary Required to Pay for a Funeral with Insurance Proceeds?
More and more often, estate beneficiaries are retaining their own attorneys to make sure that the...
Does a Beneficiary of a Trust Have to Pay a Tax?
Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust's...
Don’t Neglect a Plan for Your Pet During the Pandemic
Eighty-five million families in the United States own at least one pet. That’s 68% of the...
Why You Need an Advance Directive Right Now
COVID-19 is quickly becoming the leading cause of death in the United States. As of today, Indiana...
Some States are Lowering Taxes to Entice Retires to Relocate
Maryland is known as the Free State, reflecting its tradition of political freedom and religious...
Keeping Yourself and Loved Ones Safe during the Pandemic
Seniors are especially at risk during the coronavirus pandemic. The numbers are shocking.