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Wednesday, February 8, 2017

This upcoming April, the Department of Labor’s landmark fiduciary rule is scheduled to take effect. How does this rule benefit you, and how is the Trump administration approaching it? Contrary to popular belief, today many...

 

Thursday, November 10, 2016

Since I have been asked on numerous occasions the last two days, I thought I would share my opinion on the Presidential election and what we might expect. First, let me start by stating these are my views alone. Also, this is our firms...

 

Tuesday, August 2, 2016

You probably remember the cast of characters in your estate plan. You were the creator of your trust, known as the grantor, settlor, or The trustee controls the assets in the For most revocable trusts, that’s also you, while...

 

Tuesday, June 21, 2016

When it comes to estate planning, you probably think of wills and trusts. But there are three other estate planning documents you should think about to make your plan complete: A Living Will A Healthcare Directive, also called an...

 

Wednesday, February 24, 2016

When looking for advice, what is a resource? According to Wordsmyth it is a source of aid, support or other reinforcement. According to Wikipedia it is a source or supply from which benefit is produced. The benefits can vary and may...

 

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Friday, January 29, 2016

The Social Security rule changes that I discussed last quarter (http://bit.ly/1JLNzly) seem to be worrying a lot of people and for good reason. For over 80 years, Social Security has played a significant role in helping Americans...