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blog Archives

An estate planning primer for same-sex couples

There have been horror stories. Here’s one of them: A member of a longtime same-sex couple dies and his or her surviving partner seeks to settle the estate only to find that they have been shut out entirely. No inheritance, no nothing. Not even a place to live as the survivor’s name was not on the title of the house.

Three red flags of financial elder abuse

As your elderly loved ones age, they may begin to have difficulty managing their finances. When coupled with memory problems, your aging loved one may be an easy target for abuse. By knowing what signs to look for, you can help protect them from financial exploitation.

5 essentials of estate planning

Let's put this right out there: You don't have to be wealthy to need estate planning. You've got a home, cars, investment accounts, household goods, etc. The estate plan determines what will happen to these assets in the event of your untimely demise. And since we all must "demise" some day, putting a plan in place is common sense.