Why have a Maintenance Program? Just like a vehicle, an Estate Plans need maintenance. I regularly deal with new clients who have created an Estate Plan years ago. Assets, families, goals and needs change through the years. When this happens, the Estate Plan can become obsolete or ineffective. One of the main objectives is […]
Looking after your Parents’ Legal Preparedness As a child of aging parents you probably have experienced increased duties and a variety of new roles. As you grew up, you were one who was protected and guided but now as your parent’s age, your role has become one of adviser and watchman. It is prudent to […]
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, […]
