Mom is aging and needs lots of care but has limited resources. The family is looking for a way to cut her unneeded expenses while meeting her needs. One expense that families consider cutting is a life insurance policy. After all, most of us purchase life insurance to pay for living expenses of a family, […]
Can you answer these questions? Who do you love? Who do you trust? What do you have? From there we can decide what an estate plan should include. This video provides simple guidance in less than 5 minutes. Your plan may include a Will, Trust, Beneficiary Designations, Power of Attorney, Living Will and Burial or […]
Several myths surround trusts that discourage people from learning about them. Lets look at some of them. Trusts are for the very wealthy: Untrue: Trusts can be for anyone with assets or beneficiaries that need to be protected. There is no minimum estate value that is needed to create a Trust. Robert Massi, an attorney […]
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