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Summer That Lasts a Lifetime

Summer is winding down and if you are one of the lucky ones, you got to spend some time at a family vacation home. How do you make sure your children and grandchildren can enjoy that second home as much as you did?

The question for owners of vacation homes in planning their estates Continue reading

Save Now Pay Later

Many websites offer customized, do-it-yourself Wills and other Estate planning documents.  Although such products are convenient, using them could create SERIOUS and EXPENSIVE legal problems for heirs. These digital services appear to offer a cost-effective and easy alternative to Continue reading

Let’s Get To Work

With campus doors opening back up some new guidelines may be of assistance to students. Supplemental Security Income (SSI) recipients are typically subject to strict income limits, but recipients under age 22 who are students may be able to earn significantly more without jeopardizing Continue reading

Let’s Talk Disabled Beneficiaries

Just before the end of 2019, Congress passed and the President signed a spending bill that includes significant changes to retirement savings accounts. Known as the Setting Every Community Up for Retirement Enhancement (SECURE) Act, this legislation changes rules around retirement Continue reading

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