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Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for December, 2017

It has been a year packed with activity on the presidential and congressional level. We have seen proposed, amended and failed legislation, blocked executive orders, investigations, and charges of collusion on both sides. In this issue, we will summarize how developments from 2017 are likely to impact seniors, Veterans, and persons with disabilities.   What […]

What is Daily Money Management?

by Antoinette Bone on Posted on Our Blog

With our rapidly growing population of seniors, more and more families will be dealing with loved ones who will face trouble managing their daily finances. Being unable to fully manage financial matters puts the elderly at risk of financial insecurity, debt problems or serious paying for long-term care down the road. The good news is […]