Jump Starting the LTC Conversation This Summer: When we turn 65, there will be a 70% chance of needing some type of LTC

Talking about long-term-care (LTC) can be challenging, and it can be especially difficult to know where to start. How you choose to broach the conversation may depend on your loved one’s personality, age, health status, cognitive function, and religious beliefs. If you don’t know how to break the ice, consider the following strategies to jump-start…

Read More

Tips to Avoid Common Estate Planning Mistakes: With a few simple actions, you can ensure your estate planning is effective

Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you aware of these common estate planning mistakes? Titling property jointly with your children as a substitute for a will. Unlike a will, a transfer of an interest in your property is…

Read More