Important Masterclass
How to Pay for Care without Going Bankrupt

Key Documents For Your College Kid

College Kids need Estate Planning too!

A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.

What is a Pour-Over Will?

Pour Over Will works together with a Living Trust

This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.

Can I Safely Age in Place?

Happy Senior couple holding a model of a house - aging in place.

As with anything in life, our individual preferences and circumstances will vary. Some may want to ‘age in place,’ while others may need to consider other housing options.

Is There Financial Assistance for Dementia?

Happy older Couple planning for dementia

Without proper planning, the individual with dementia and their family may struggle to cover the costs associated with their care and may face financial stress and uncertainty.

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