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Jul 6, 20226 min read

What You Need to Know About Collecting Life Insurance Proceeds

If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...

May 20, 20228 min read

Key Milestones For Planning Your Retirement

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...

Jan 25, 20214 min read

What You Should Know About Long-Term Care Insurance

With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted...

Oct 24, 20195 min read

Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse

Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by...

Oct 22, 20195 min read

Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse: Part 2

In the first part of this series, we discussed how some professional adult guardians have used their powers to abuse the seniors placed...

Mar 8, 20194 min read

Could an IRA Trust Benefit Your Family?

Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death,...