Providing peace of mind through skilled guidance, compassion & simplicity

What Is Cause of Death in Half of Seniors?

As awareness of dementia has grown, a startling fact has come to light: Nearly half of all older adults — 47% — die with a diagnosis of that condition on their medical record, according to research out of the University of Michigan and published in JAMA Health Forum.

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Will and Testament

What Does a Will Do and Not Do?

Everyone needs a will. However, some people need more than that. To save on taxes and make for a smooth transition, they could really use a revocable trust, a family limited partnership or a gift trust.

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Special Needs Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.

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