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How Digital Assets Figure Into Estate Planning
2 weeks ago

How Digital Assets Figure Into Estate Planning

As digital assets, electronic communication and electronic information continue to grow, it has become more and more necessary for clients to address this property in their estate planning. Last fall, …
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It’s Medicare Enrollment Time!
3 weeks ago

It’s Medicare Enrollment Time!

Not everyone has to remember to enroll in Medicare. If you are already collecting Social Security, you’ll get Medicare Parts A and B automatically. In some cases, you might not …
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Transitioning into Retirement
1 month ago

Transitioning into Retirement

While the transition into retirement can be an exciting time for people, it can also be a stressful period. On the Holmes-Rahe Stress Inventory, a “life events scale” used by …
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Can a Person with Cognitive Impairment Sign Legal Docs?
1 month ago

Can a Person with Cognitive Impairment Sign Legal Docs?

When someone begins to exhibit signs of Alzheimer’s or dementia – or perhaps even has a diagnosis of some type of cognitive impairment, they often turn to us – wondering …
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5 Things I Wish I Told My Dad
2 months ago

5 Things I Wish I Told My Dad

In 2014, my father was diagnosed with Lewy Body Dementia which is the second most common type of dementia after Alzheimer’s disease. Little did my family know the difficult road …
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Still Have Questions About Reverse Mortgages?
2 months ago

Still Have Questions About Reverse Mortgages?

We recently sat down with Alice Tseng, a licensed loan originator who works exclusively with the Home Equity Conversion Mortgage (HECM) program, to address some ongoing concerns about reverse mortgages.


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7 Best Tips for Organizing Your Estate NOW
2 months ago

7 Best Tips for Organizing Your Estate NOW

Beyond preparing and updating the legal documents in estate planning, people often ask how else they can best organize their estate. Here are seven tips worth your time:

1) Get …
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4 Things Scammers Hope You Don’t Know
2 months ago

4 Things Scammers Hope You Don’t Know

Many people have heard the great news about the new Medicare cards… we had a party when we first found out! However, there still seems to be a lot of …
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Insurance News: Hybrid Policies
3 months ago

Insurance News: Hybrid Policies

Amy and Jeff W. reached out to me just days after Jeff’s father had passed away, Along with other family members, they had cared for Jeff’s father for three years. …
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8 Facts About Reverse Mortgages
4 months ago

8 Facts About Reverse Mortgages

  • A reverse mortgage is a home equity mortgage; its formal title is Home Equity Conversion Mortgage – with important flexibility that regular home equity loans do not have.

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