What to do When Mom Dies
A couple of times a year, we unfortunately get a call from a client whose mom has passed away. It is time for them to start thinking about what will happen to her estate and they need help sorting it …
3 Charitable Giving Strategies That Anyone Can Use
All too often I come across articles on giving that feature complex strategies like charitable remainder trusts, conservation easements, and starting a foundation. While these strategies can work for the right situation, the average American doesn’t need them. Here are …
4 Year-End Tax Strategies you Should Consider Now
Spending a few hours in the fourth quarter doing year-end tax planning can be time very well spent. There are some tax strategies that have to be implemented before the calendar changes and knowing your tax liability early gives you …
When Hybrid Long-Term Care Insurance Makes Sense
Originally published on Nerdwallet.com The prospect of debilitating illness late in life is not a pleasant one, but it’s wise to protect yourself and your family from the financial hardships that could result from it. A common way to prepare yourself …
