On October 18, 2018 the Veterans Administration (VA) instituted new eligibility rules governing qualification for VA Pension. This affects every wartime veteran and their spouses who are 65-years old or older or nearing that age. Don’t let the name “VA...
There is nothing worse than learning your loved one has been diagnosed with a chronic condition or a life threatening disease. We know just how suddenly this can happen to a family and have seen many of our clients quickly overwhelmed by all that is involved in...
In speaking with a friend whose mother had recently died, he shared with me a beautiful story about a quite unexpected gift his mother had left for him and his brother. He was so moved by it that it brought him to tears. He explained that when he contacted...
What happens to my frequent flyer miles when I die? This is a common question that we hear from clients when we are assisting them with their estate planning. Frequent Flyer miles and other reward points can be valuable resources. Many credit card companies give tens...
Higher education costs are just that – higher. The steady increase in educational expenses means your clients have much steeper bills for their children’s college tuitions than they had for their own. To illustrate how stark this contrast is, the average cost...
Plan Ahead Before a Crisis OccursSeptember 17, 2021
Don’t Make These Mistakes When It Comes to Inheritances and Medi-CalSeptember 15, 2021
Don’t Forget to Plan for Incapacity!September 13, 2021
Considerations for Caregiving from AfarSeptember 8, 2021
Five Reasons to Protect Your Retirement Accounts NowAugust 30, 2021