Why Christmas and the Holidays are a Good Time to Talk to the Family About Estate Planning

Why Christmas and the Holidays are a Good Time to Talk to the Family About Estate Planning

Santa Claus is coming to town and Christmas is in full swing. A time for joy, a time for holly, and of course, a time for family and getting together with them. There are a lot of things to bring up with them. Perhaps it’s time to take the opportunity to build a new or…

Questions to ask about Physical Assets for Your Trust

Questions to ask about Physical Assets for Your Trust

With the baby boomer generation about to transfer most wealth into Generation X and Millennials, many are figuring out how to initiate the movement of their original property to their children and any other trustees.  While some assets like money, bonds and stocks are common and rarely a problem, physical property like homes, art, and gold…

Underestimating the Risk of Disability – The Importance of Being Prepared

Underestimating the Risk of Disability – The Importance of Being Prepared

No one likes to think about the possibility of their own disability or the disability of a loved one. However, as the statistics below demonstrate, we should all plan for at least a temporary disability. This issue of The ElderCounselorTMexamines the eye-opening statistics surrounding disability and some of the common disability planning options. Disability planning is…