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Estate Planning for Baby Boomers

Ensuring Your Home Is Passed on to Your Children

The estate planning process offers three options for passing on your home to your children. A will, living trust, or modification to the deed of your home are all ways to make sure your family home stays in the family. Read more…

It Isn’t Too Late to Keep This New Year’s Resolution

To truly make a difference in your life, consider making resolutions that will help ensure the financial security of your family. Read more…

Protect Your Loved One’s Government Benefits with a Special Needs Trust

If you’re a parent of a child with special needs, you probably worry over what could happen when you’re no longer here. A special needs trust can be a useful tool to take care of your child while still ensuring eligibility for government benefits. Read more…

That’s Right, Woodchuck-Chuckers, It’s Groundhog Day!

In the now-classic comedy “Groundhog Day”, Bill Murray’s Phil finds himself trapped on the same day, February 2nd, waking each morning to experience the same events over and over again. While there are times in which we too feel like we are stuck in Groundhog Day as our daily lives can become repetitive, the reality is that the only constant in our lives is change. Read more…

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