Approximately 50% of elderly Americans receive at least half of their income from Social Security. Let’s take a look at this important program and some of the changes we will see this year. Eligibility. Eligibility for Social Security is based on the number of credits...
One of the first questions many clients ask is whether they need a trust. It’s a great question, but it leads to another: What do you want your plan to accomplish? Let’s begin with a brief discussion of what trusts are and how they work. Then we’ll...
Client Videos Explanation of Power of Attorney Explanation of Personal Care Plan Advanced Health Care Directive Explanation of a Pour Over Will Agreement and Receipt for Deposit of Will Explanation of Revocable Living Trust Explanation of Certificate of Trust...
