top of page

Gifts of Home

Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space....

Four Costly Estate Planning Blunders

Think your documents are bulletproof? Check again to avoid these common mistakes. 1. Forgoing an expert’s review. There’s nothing wrong...

How to Divvy Up Your Stuff

What’s the best, conflict-free way to divvy up my personal possessions amongst my kids after I’m gone? I have jewelry, art, family...

Vacation Check List

1. Pack swim suit 2. Stop the mail for the week. 3. Ask neighbors to water the flowers. 4. Review estate plan. – – – – Say What?...

What Medicare Doesn’t Cover

I’m about to sign up for Medicare Part A and B and would like to find out what they don’t cover so I can avoid any unexpected costs down...

Helping Children Tomorrow

Parents and children often have a different perspective on saving and spending. Parents of retirement age today were born during the...

bottom of page